Series 26: Taxation During Annuitization Phase For A Non-qualified Annuity

Taken from our Series 26 Online Guide

Taxation During Annuitization Phase for a Non-qualified Annuity

Once a contract enters the annuitization period and the investor begins to receive payments, the IRS breaks up these monthly payments into two parts for tax purposes:

1. The original investment

2. The remainder, the earnings, which re

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