TITLE

Making Sense of Annuity Taxation

AUTHOR(S)
Schulaka, Carly
PUB. DATE
April 2010
SOURCE
Journal of Financial Planning;Apr2010 Annuities Supplement, p16
SOURCE TYPE
Academic Journal
DOC. TYPE
Interview
ABSTRACT
An interview with John Olsen, principal of Olsen Financial Group, is presented. Olsen discusses things advisers are required to understand about annuities and taxes including the taxation of annuities. He also explains when a deferred annuity will not receive tax-deferred treatment. He further notes on the taxation of distributions from deferred annuities.
ACCESSION #
49115539

 

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