Does Rdr Impact Annuities?

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   Steve Savant

   Syndicated Financial Columnist, Host of the weekly talk show Steve Savant's Money, the Name of the Game, Scottsdale Arizona

   RMDs (required minimum distributions) impact most qualified retirement plans. So whatever products were used to fund those are subject to RMDs, including annuities. The biggest impact of an annuity in a qualified plan is the loss of tax free basis and the special treatment it receives in lifetime annuitization. But in general terms annuities can be managed to comply with RMDs.

   Answered on August 9, 2013

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