Can you have joint owners in varialbe non-qualified annuities? If both are rolling over from ind annuities?
submitted by don in mesa az
When rolling money over from one annuity to another annuity the transaction is referred to as a 1035 exchange. The ownership must remain the same in the new annuity as it was in the old annuity.
submitted by Ronald Belham in Philly
@ September 05, 2008 - 03:20 PM