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Taxes and Your Inherited Annuity

One of the perks of purchasing an annuity is the ability to pass it down to heirs when the time comes. But with this feature comes significant tax implications that your beneficiary must deal with. The potential tax liability could climb as high as hundreds …

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Read This Before Making a 1035 Annuity Exchange

There are many reasons for people to want to exchange their annuity product for another. Big changes in your life or financial situation might warrant an annuity exchange. In the Marketwatch article, “Five tips for when you want to exchange your annuity,” Andrew Murdoch of …

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