Non-Qualified Money

You can buy an annuity with savings, life insurance cash value, or any sort of after-tax money called non-qualified funds.

Nonqualified funds are money that has been taxed already such as cash, checking, savings, stock. If funds are coming from nonqualified vehicles such as life insurance cash value or nonqualified annuities, any interest earned is subject to ordinary income taxes.

These annuities accept nonqualified funds or transfers from nonqualified plans via a 1035 exchange.

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