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[Series 6] 16, Variable Annuity Taxation
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[Series 6] 16, Variable Annuity Taxation
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the Series 6 Exam.
In this episode you will learn:
- How tax-deferred growth works within a variable annuity's separate account.
- The Last-In, First-Out (LIFO) method for taxing withdrawals from non-qualified annuities.
- How to calculate the taxable portion of a partial withdrawal and identify the remaining cost basis.
- The rules and calculation for the 10% early withdrawal penalty for annuitants under age 59½.
- Common exam traps, including distinguishing annuity taxation from that of other investment products.
For more resources visit https://open-exam-prep.com/ and connect on LinkedIn at https://linkedin.com/in/chenran818
