Episode 265
Every Way to Transfer or Rollover an Annuity Explained
Retire For Less With The Annuity Expert · Shawn Plummer
September 2, 20255m 34s
Audio is streamed directly from the publisher (content.rss.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Thinking about moving your annuity? Before you make a move, it’s important to understand your options and the rules around transfers. In this episode, we explain when and how annuities can be transferred, what a 1035 exchange is, and how to avoid unnecessary penalties.
✨ What you’ll learn:
- 🔄 When annuities can be transferred
- 📑 IRS rules & 1035 exchanges explained
- 🚫 Pitfalls and penalties to watch for
- 💡 Strategies to make transfers tax-efficient
- 🛡️ When keeping your annuity may be smarter
👉 Get free help at The Annuity Expert 👉 Read Full Article: Can Annuities Be Transferred?