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Discussion Forum Index --> Basic Tax Questions --> 1035 exchange of an spousal beneficiary annuity
Discussion Forum Index --> Tax Questions --> 1035 exchange of an spousal beneficiary annuity
Illini (talk|edits) said:
| 3 July 2009
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| are there any restrictions to doing a 1035 exchange of an annuity now owned by surviving spouse beneficiary?
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Kevinh5 (talk|edits) said:
| 3 July 2009
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| I looked in my TaxFacts on Insurance book and can't find anything, but am aware of the issues with inherited IRAs and issues with transferring an IRA while taking a 72(t) SEPP.
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Illini (talk|edits) said:
| 3 July 2009
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| this is non-qualified money -- I forgot to post that.
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Illini (talk|edits) said:
| 6 July 2009
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| anyone with any comments about a non-qualified account added as information for the original question?
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