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Genworth Annuity Withdrawal Form

Genworth Annuity Withdrawal Form

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Video instructions and help with filling out and completing Genworth Annuity Withdrawal Form

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Instructions and help about Genworth Annuity Withdrawal Form

[Music] hi i'm bob sukowski financial advisor here at equest wealth and today i'm going to be talking to you about inheriting an annuity okay let's go for it now owning a non-qualified annuity has its benefits while the owner's still alive most importantly because of the tax benefits no way really really when you put money into a deferred annuity that money grows tax deferred and it may end up that the owner passes away before any money was taken out at that point the beneficiary or beneficiaries have choices to make so what are we going to do now well i say we get drunk because i'm all out of ideas if you're a beneficiary of an annuity that is non-qualified you have a few choices to make on how you want to receive that money what are my choices what i mean by non-qualified is that the money was purchased with after tax money and is not in retirement plan with different tax treatment the first option is you can elect to take a lump sum di

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