Series 65: 3.7.4.8.2 Annuitization Phase For A Non-qualified Annuity

Taken from our Series 65 Online Guide

3.7.4.8.2 Annuitization Phase for a Non-qualified Annuity

Once a contract enters the annuitization phase and the investor begins to receive payments, the IRS breaks up these monthly payments into two parts for tax purposes.

1. The original investment.

2. The remainder, the earning

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