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Answered Question

tmcgovern

M$5 January 21, 2009 06:51 PM

Annuities-When getting a MRD on an annuity with 1035 basis, will that basis be allocated to each payment?

This is a financial planning / tax question on minimum required distributions from an insurance company. Please cite the authoratative reference in the answer.

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betsyb

January 22, 2009 05:46 PM

I'm sorry, I am not a financial expert and I strongly suggestion to ask this question to a qualified professional but I am including a few links that may help you. I'm sorry I couldn't give you a more specific answer
Source(s):
http://advisor.morningstar.com/articles/article.asp?docId=4305
http://www.cga.ct.gov/2002/olrdata/fin/rpt/2002-R-0067.htm
http://www.annuityadvantage.com/
http://www.annuityadvantage.com/in/1035-exchanges.htm
http://www.annuity-fixed-variable.com/annuities/2008/09/05/qualified-versus...

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