0a3642d7c1dc
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My annuity contract states the the first distribution began on my wife's 65 birthday (11/04/1958) as I am 70. Payments are to continue annually on her 11/04 bir...
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Does Nationwide have to use the "General Rule" as stated in Pub575 where an exclusion % must be determined so that a portion of our initial inventiment of $100,...
Activity Feed for 0a3642d7c1dc
- Posted Re: Self Funded Non Qualified joint survivor annuity purchased with one payment of $100,000 in 2011 Tax Rules on Retirement tax questions. January 30, 2024 4:57 PM
- Posted Re: Self Funded Non Qualified joint survivor annuity purchased with one payment of $100,000 in 2011 Tax Rules on Retirement tax questions. January 30, 2024 2:59 PM
- Posted Self Funded Non Qualified joint survivor annuity purchased with $100,000 in 2011 on Retirement tax questions. January 30, 2024 1:03 PM
- Posted Non qualified annuity taxiation exclusion % self funded on Retirement tax questions. January 30, 2024 7:20 AM
- Posted have lifetime joint survivor nonqualified annuity. Began getting 10,500 this year. Invested 100,000 in 2011. Pub 575:invested costs are recovered. does turbo calculate? on Retirement tax questions. January 27, 2024 4:07 PM