Can Annuities Be Rolled Over?

  1. 12689 POINTS
    Ted Ratliff
    Owner, SFS Associates,
    In most cases yes.  If the annuity is a qualified annuity then you must roll it into a qualified plan or risk being penalized.  A non-qualified annuity can be rolled over into a different annuity if the new annuity is more suitable and contains greater advantages than the original annuity.
    Answered on May 25, 2013
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