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Tag Archive: tax deferral in trust owned annuity

Before You Let Your Deferred Annuity Be Owned By or Payable to a Trust…Read This

John L. Olsen

If you own, or are considering buying, a deferred annuity and are thinking of having a trust own or be the beneficiary of that annuity, you need to be aware of the tax consequences. In this article, we’ll examine those consequences. But before we start, we need to be clear on two things: First, the author is not an attorney and is not giving you tax or legal advice. You should consult your legal advisor for that. Second, the tax treatment describe here applies only...

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