Can You Rollover Annuities?

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   David RacichPRO

   Fountain Hills, Arizona

   An annuity rollover from one annuity to another is generally a tax free 1035 exchange. The rollover needs to be in the same non-qualified or qualified category. This permits the transfer one annuity to another annuity without incurring a taxable event on the gain in the policy. A 1035 exchange also includes the notification of the policy surrender from the replacing company to the existing company.
    

   Answered on July 1, 2013

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