• Qualified Versus Non-Qualified Annuities

  • Feb 22 2025
  • Length: 14 mins
  • Podcast

Qualified Versus Non-Qualified Annuities

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  • Summary

  • Not all annuities are taxed the same way, and understanding the difference between qualified and non-qualified annuities can have a big impact on your retirement. In this episode, I break it all down in simple terms, including:

    • What makes an annuity qualified or non-qualified
    • How withdrawals are taxed (and how to avoid surprises)
    • The hidden tax benefits of non-qualified annuities
    • A simple strategy to defer taxes indefinitely

    If you have money in a 401(k), IRA, or annuity, you need to know how these tax rules work. Listen now to make sure you’re not leaving money on the table.
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