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Is there an exception when transferring an annuity to a trust?

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Level 4

Have some clients wanting to transfer annuities to their trust. I thought there was an exception so they would not run into taxation issues. Any information greatly appreciated.


Michele

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Level 15

What kind of trust?


ex-AllStar

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1 Reply 1
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Level 15

What kind of trust?


ex-AllStar

View solution in original post

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