annuity fair market value

Submitted by kathleen Lane on Mon, 2010-06-21 05:48

If the account owner used retirement funds to purchase an annuity, how do you calculate the fair market value of the account when the account owner dies?

thanks

kathy



Submitted by mk foss on Mon, 2010-06-21 18:03

You must request a value from the annuity company to determine fair market value. You can’t determine the value as you would another stream of payments (like a pension) because of the possible death benefit.

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