Qualified Versus Non-Qualified Annuities

Not all annuities are taxed the same way, and understanding the difference between qualified and non-qualified annuities can have a big impact on your retirement. In this episode, I break it all down in simple terms, including:

• What makes an annuity qualified or non-qualified
• How withdrawals are taxed (and how to avoid surprises)
• The hidden tax benefits of non-qualified annuities
• A simple strategy to defer taxes indefinitely

If you have money in a 401(k), IRA, or annuity, you need to know how these tax rules work. Listen now to make sure you’re not leaving money on the table.