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Tag Archive: annuity tax rules

How Are Annuities Taxed?

Stan The Annuity Man

Question: How are annuities taxed? from Darrell in Phoenix, AZ Answer: That’s a pretty broad question Darrell, but and extremely important one.  Let me get right to the point when it comes to annuities and taxes.  Always use a CPA or qualified tax professional for any type of tax questions that are related to annuities.  Never take an agent’s word for it.  I probably know more about annuities and taxes than most (heck, I’m Stan The Annuity Man!), but even I defer all questions to...

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