Series 66: 3.6.4.8.2 Annuitization Phase For A Nonqualified Annuity

Taken from our Series 66 Online Guide

3.6.4.8.2 Annuitization Phase for a Nonqualified 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.

• The original investment

• The remainder, the earn

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