New Tax Perks For Non-Qualified Annuity Owners – Presented by Pete Mitchell

March 16, 2010 by Pete Mitchell
Filed under All Posts, Alternate Investments, Government Programs

On January 1, 2010, owners of nonqualified annuities were allowed some new tax benefits. On that date, the Pension Protection Act (PPA) of 2006 was fully implemented and brought about dramatic and interesting changes for those who had started annuities with after-tax dollars. At the start of 2010:

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New Tax Perks For Non-Qualified Annuity Owners – Presented by Pete Mitchell

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