I am no tax expert.
March 1, 2022 by Sheryl J. Moore
I am no tax expert.
However, I know that I have people in #TheAlmightyNetwork that are.
So, a friend posed this question:
Can you fund an annuity with a ROTH account and turn on a Guaranteed Lifetime Withdrawal Benefit rider, giving the client tax-free income for life?
If so, which carriers allow it?
I’m thinking “YES,” just because I am sure you could annuitize it and do the same, but what do I know? Please join in the conversation HERE
Categories: Moore on the Market