Non-qualified annuity registration… Submitted by [email protected] on Tue, 2010-05-11 21:00 Am I correct in that we can title a non-qualified annuity into the revocable trust? Flag as spam
Permalink Submitted by Alan Spross on Thu, 2010-05-13 00:26
Yes. However, that could result in the annuity earnings being currently taxable unless the trust is considered the nominal owner for a natural person.