Explore the 1,000’s of tax questions answered by professionals.


My wife passed away in 2014. She had an annuity account as part of her separate California property, with the .... ... read on

I would like to withdraw my annuity savings account of $13,000. I am only 37 years old, but I am .... ... read on

I recently borrowed from my insurance policy and had to close the policy down. I received a form 1099-R .... ... read on

Is there any tax penalty associated with receiving income from an immediate annuity purchased with non-qualified funds prior to the .... ... read on

If I cash out an insurance policy, will I have a tax liability? ... read on

I inherited an annuity and would like to donate 10% or $100,000 to charity. I am 65 years old. .... ... read on

I would like to redeem my annuity and am not sure what are the penalties for doing so? If .... ... read on

How do you buy an annuity for an irrevocable trust? ... read on

Are annuities creditor-proof in New York State? ... read on

If the annuitant has passed away and the beneficiary is a trust with the annuitant's social security number, do I .... ... read on