Series 65: Loans During The Accumulation Phase

Taken from our Series 65 Online Guide

Loans During the Accumulation Phase

An annuitant is allowed to take a loan from the value of the annuity, but this withdrawal will be taxed and interest will be charged on the loan. The interest is usually paid by reducing the number of accumulation units in the annuitant’s account. The loan is taxed according to the same rules that apply to annuities, including the 10% penalty tax. They may also be subject to surrender charges.

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