Annuity Taxes Explained: What You Really Owe
Retire For Less With The Annuity Expert · Shawn Plummer
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Show Notes
Understanding how annuities are taxed can make or break your retirement strategy. In this episode, we break down everything you need to know about annuity taxes—from qualified vs. non-qualified annuities to how withdrawals, lump sums, and annuitized payments are treated by the IRS. You’ll also learn about the tax impact of 1035 exchanges, Roth conversions, and what happens when an annuity is inherited.
Whether you're already invested or just exploring your options, this episode equips you with essential tax insights to avoid surprises and maximize your retirement income.
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