Handle With Care

Do you know how many of your clients own non-qualified deferred annuities?1 Does their estate planning consider how those annuities are subject to different tax and non-tax rules than other assets? These differences create both planning opportunities and traps. Because annuities are subject to both income and estate tax, a significant amount of their value can be lost at the owner's death. Fortunately,

Do you know how many of your clients own non-qualified deferred annuities?1 Does their estate planning consider how those annuities are subject to different tax and non-tax rules than other assets? These differences create both planning opportunities and traps. Because annuities are subject to both income and estate tax, a significant amount of their value can be lost at the owner's death. Fortunately, lifetime and post-mortem estate planning can minimize the impact of this double

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