What Your Clients May not Know About Annuity Taxation

By Tom Duncan Key Takeaways: Annuity living benefit riders can provide a consistent income stream to clients in retirement. Distributions from the annuity with a living benefit rider will be taxed differently depending on the type of account and whether or not the benefit requires annuitization Certain types of living benefit riders, commonly called withdrawal [...] The post What Your Clients May not Know About Annuity Taxation appeared first on ETF Trends .