Owner drive annuity
Non qualified annuity
US citizen
no distributions have been taken
annuity is owner drive
joint owners and joint annuitants
If we were to keep the joint owners and remove one of the annuitants I need to know if this will trigger a taxable event.
Permalink Submitted by Alan - IRA critic on Fri, 2013-04-19 23:19
It will not trigger taxation. Detailed explanation: http://www.annuityadvisors.com/RefCenterDetail.aspx?guid=fe1cdbbd-7078-4936-a006-65ebaca00c1c