Episode notes
Thinking about moving your annuity? Before you make a move, it’s important to understand your options and the rules around transfers. In this episode, we explain when and how annuities can be transferred, what a 1035 exchange is, and how to avoid unnecessary penalties.
✨ What you’ll learn:
- 🔄 When annuities can be transferred
- 📑 IRS rules & 1035 exchanges explained
- 🚫 Pitfalls and penalties to watch for
- 💡 Strategies to make transfers tax-efficient
- 🛡️ When keeping your annuity may be smarter
👉 Get free help at The Annuity Expert 👉 Read Full Article:
Keywords
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