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non qualified annuities

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Last Updated On
ByBob

L1: non qualified annuitiesDoes the recent IRS ruling allowing a change in 72t distributions from annuitized or amoritized to minimal distributions also hold for a non qualified annuity that also is 72t(or is it q) using the amortization or annuity method?
Thanks2005-11-14 13:49, By: bob, IP: [67.76.8.156]

L2: non qualified annuitiesYes. This was not initially addressed in RR 2002-62 which failed to address 72(q), but was subsequently cleared up by Notice 2004-15. 2005-11-15 17:42, By: Alan S., IP: [24.116.165.157]

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