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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?
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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.
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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