"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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"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?

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.

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"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?

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.

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