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Tag Archive: can an annuity be placed in an IRA

Should an Annuity Ever Be Placed in an IRA?

Rob Brinkman

When does it make sense to put an annuity inside of an IRA (Individual Retirement Account)?  This is a frequent question and the answer lies in what you are wanting to accomplish with your particular investment.  We all know that annuities are tax-deferred and so are IRAs. So, is an investor paying for tax-deferral unnecessarily when utilizing an annuity inside a qualified plan?  In this video, Rob Brinkman explores this question and gives some answers to when it does and doesn’t make sense to put...

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