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Tax Sheltered Annuity Rollover, Transfer or Exchange the Standard Form

Tax Sheltered Annuity Rollover, Transfer or Exchange the Standard Form

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if you have a non-qualified life insurance contract or annuity contract there's a way to roll over your earnings without it being taxable we're going to get into that in this video so we did a video on annuity taxation we're gonna link it here and a lot of you are probably wondering okay well i've if you own an annuity or life insurance and you have a bunch of earnings well i'm kind of stuck there or if i take it out i have to pay taxes so i'm just going to leave it forever that's what a lot of people think well that's not true there's a rule called the 1035 exchange what the 1035 exchange does is it lets you take the earnings from a non-qualified annuity or entire annuity and roll it over to another annuity and the tax liability goes over to the new company so if you put in a hundred thousand now your account's worth two hundred thousand well you can roll that entire amount over the entire two hundred thousand dollars over to a new account and you will you won't have to pay taxes on t

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