Most of the time it’s not a good idea to combine an IRA with an annuity. The IRA already has tax deferral, so why take on the costs and limitations of an annuity? But there are a couple of times when it may make sense to mix an annuities with an...
Filed under: Estate Planning, IRA Benefits, Traditional IRA, Carlson, Bob Carlson, income taxes, iras, ira distributions, estate taxes, retirement plans, annuities