8 annuity tax facts you need to know
March 13, 2013 by Tax Facts Online
If your clients are like most, come tax time they’ll have a number of questions for you, their trusty financial advisor. What penalties apply to premature distributions? What if I made a partial lump sum withdrawal last year, and am now taking a reduced annuity? Click here to read…
Originally Posted at LifeHealthPro on March 11, 2013 by Tax Facts Online.
Categories: Industry Articles
