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Tactical Tuesday | Overview of Non-Qualified Annuity Taxation

October 27 @ 1:00 pm (EDT) - 2:00 pm (EDT) EDT

Commemorate Financial Freedom Month by diving into the tax rules of non-qualified annuities and some common planning issues regarding non-qualified annuities to watch for when educating clients.In this session we will answer the following questions:

  1. What are the two phases of a non-qualified deferred annuity?
  2. How is annuity withdrawal taxed in the first phase of a non-qualified deferred annuity?
  3. What are some exceptions to the 10% early withdrawal penalty?

 

 

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