How Are Annuities Taxed At Death?

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    Steve Savant
    Syndicated Financial Columnist, Host of the weekly talk show Steve Savant's Money, the Name of the Game, Scottsdale Arizona
    Tax deferred gain in annuities are ultimately taxed at ordinary income rates. You just can't defer forever. And in some cases, in the estate is large, it is conceivable that annuities may be subject to estate tax at the federal or state level. Planning ahead can mitigate some of the impact.
    Answered on September 11, 2013
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