Comments for Income Safety

Comment on How to Find a Lost Annuity or Life Insurance Policy by How to Find Lost Life Insurance & Annuity Policies » Living in Retirement

Wed, 21 Mar 2012 21:43:33 +0000

[...] You can view a short video by the Insurance Information Institute here. http://www.incomesafety.com/?p=369 [...]

Comment on Tax Deductibility of Variable Annuity Losses by timffi

timffi — Tue, 30 Mar 2010 21:05:00 +0000

Qualified funds such as IRA money have not been taxed so there is not a deduction or write off available.

Comment on Tax Deductibility of Variable Annuity Losses by Eugene A. Santoro

Eugene A. Santoro — Sat, 27 Mar 2010 21:00:54 +0000

I understand the tax deductibilty of a non-qualified variable annuity that has incurried a substantial loss if surrendered would qualify me for an ordinary income loss.
What if the variable annuity is also an IRA and it has incurred a loss. If it is surrendered, would the loss also be tax deductible?
Thank you.

Comment on Tax Deductibility of Variable Annuity Losses by barbaraG

barbaraG — Mon, 31 Aug 2009 19:32:31 +0000

Finally – a straight answer. No one seems to want to take a stand on this issue. Thank you.