"Tell Us the Value of Your Traditional IRA": Does it include the Annuity value that used IRA money to purchase? Does it include 401K rollover IRA?
"Tell Us the Value of Your Traditional IRA": Does it include the Annuity value that used IRA money to purchase? Does it include 401K rollover IRA?
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1 Best answer
DDollar
Expert Alumni
Jun 4, 2019 3:19:58 PM
Yes, it would include the value of an annuity that was purchased with traditional (non-Roth) IRA funds. It would also include a 401(k) rollover, unless the rollover was done to a ROTH IRA and tax paid.
1 Replies
DDollar
Expert Alumni
Jun 4, 2019 3:19:58 PM
Yes, it would include the value of an annuity that was purchased with traditional (non-Roth) IRA funds. It would also include a 401(k) rollover, unless the rollover was done to a ROTH IRA and tax paid.