Analyze an existing annuity
Comments: 13
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14 Oct, '19
Sarah Swantner MergedWhen is this appropriate, should do when there is a loss in CV? when do the annuity fees outweigh the tax benefits? are there special rules we should be aware of when doing this?
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14 Nov, '20
Sara MergedWhat to consider with an annuity, single vs joint rider, qualified vs nonqualified money, once I own it what happens when spouse dies, etc
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07 Jan, '21
Jim Erwin MergedMany individuals do not know or understand their options when they have inherited an annuity from their parents.
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19 Feb, '21
Mike Admin Merged"Guidelines for structuring non-qualified deferred annuity contracts" (suggested by Scott on 2020-12-08), including upvotes (1) and comments (0), was merged into this suggestion.
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19 Feb, '21
Mike Admin Merged"Checklist to review varaiable annuity after surrender period is over" (suggested by Liz Cauble on 2020-09-17), including upvotes (2) and comments (0), was merged into this suggestion.
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13 Apr, '21
emily@fppathfinder.com Admin Merged"How to properly evaluate an annuity contract" (suggested by William Werner on 2021-04-13), including upvotes (1) and comments (0), was merged into this suggestion.
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07 May, '21
Mike Admin"How will the distribution from my annuity be taxed" (suggested by Mike on 2018-08-30), including upvotes (14) and comments (0), was merged into this suggestion.
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07 May, '21
Mike Admin"Annuity review" (suggested by Kent Travis on 2020-04-12), including upvotes (8) and comments (3), was merged into this suggestion.
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07 May, '21
Mike Admin"When to make 1035 exchange from life insurance into annuity" (suggested by Sarah Swantner on 2019-10-14), including upvotes (3) and comments (0), was merged into this suggestion.
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07 May, '21
Mike Admin Merged"Variable Annuity considerations" (suggested by Sara on 2020-11-14), including upvotes (3) and comments (0), was merged into this suggestion.
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07 May, '21
Mike Admin Merged"Options when an individual inherits an annuity upon parents passing away." (suggested by Jim Erwin on 2021-01-07), including upvotes (1) and comments (0), was merged into this suggestion.
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09 Jun, '22
ChrisGranger Admin"Issues To Consider When Inheriting An Annuity" (suggested by Mike on 2021-05-07), including upvotes (6) and comments (4), was merged into this suggestion. Votes from this suggestion prior to merging = 6.
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27 Mar, '23
ChrisGranger Admin"Should I Keep My Annuity?" (suggested by John McNamara on 2023-03-16), including upvotes (1) and comments (0), was merged into this suggestion.