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IRS Approves Post-Death Annuity Exchange
Financial Planning; registration may be required 
[Guidance Overview] Aug. 15, 2013 "Clients who inherit an annuity may now have a few more options thanks to a recent private letter ruling from the IRS. Rather than being bound by the terms of the decedent's contract, beneficiaries may be able to exchange inherited contracts for newer, higher paying contracts, according to PLR 201330016. Such an annuity might have lower costs, come from a stronger company, offer better investment options, or have desirable features." MORE >> |
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