Revocable Trust – Annuity
Does a non-qualified annuity, with a Revocable Trust as owner and beneficiary, receive same tax treatment (deferred) while held inside the annuity? No distributions planned.
Thanks,
Scott
Does a non-qualified annuity, with a Revocable Trust as owner and beneficiary, receive same tax treatment (deferred) while held inside the annuity? No distributions planned.
Thanks,
Scott
Submitted by Scott O'Connell on Tue, 2021-04-27 17:23