Non Qualified Annuity Question

Can you take the gain from a NQA and tranfer it(The Gain) into an IRA without causing a taxable event?



No.

Didn’t think so, but I thought I’d consult some more experts.
Thanks,
Wes

Of course if the owner was eligible for an IRA deduction, the annual contribution amount could be a partial offset.

Add new comment

Log in or register to post comments