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[RT] ANNUITIES INSIDE AN IRA



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Charles,
 
Please note that is your Annuities were in an IRA the 60 day window would 
apply. If a person takes an Annuity out of an IRA & does a 1035 exchange, 
they have 60 days to put the Annuity back into the IRA to avoid taxation on the 
entire amount. However, 1035 the exchange is typically only used for 
Annuities which are not in IRAs.
 
Regards,Board Certified in Estate Planning 
& Probate Lawby the Texas Board of Legal Specialization
 
Law Offices of 
 






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