RMD for non-qualified annuity?

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  • taxdude71
    Senior Member
    • Jan 2007
    • 132

    #1

    RMD for non-qualified annuity?

    Anyone know if there is such a rule?
  • Richard
    Junior Member
    • Sep 2005
    • 17

    #2
    No

    I'm not aware of any tax rule, but annuity companies sometimes have provisions in the contract requiring a contract renewal or annuitization.
    Richard Ogg, EA
    The Master's Tax & Financial Services
    www.TMTFS.com

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    • taxdude71
      Senior Member
      • Jan 2007
      • 132

      #3
      Thanks. That's what i figured they were talking about.

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