Post-mortem 1035 Exchange of Annuity Allowed – WealthManagement.com


Post-mortem 1035 Exchange of Annuity Allowed
WealthManagement.com
In a private letter ruling of first impression, the Internal Revenue Service expanded Section 1035 exchanges to include the exchange of one non-qualified annuity for another after the owner's death. PLR 201330016 (July 26, 2013) opens a valuable 

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