Can You Roll Over an Annuity to Another Annuity? This video explains how to roll over an existing annuity into a new annuity and when that can be done tax-deferred. The core question we answer is: if your current annuity no longer fits, can you move it into a better contract without cashing out and paying taxes right now? You’ll learn how 1035 exchanges allow certain annuity-to-annuity rollovers, which contracts qualify, and what happens to your cost basis, guarantees, and surrender schedule whe
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Here’s a brilliant strategy most people (and even some agents) miss: if you’ve got an old underperforming life insurance policy, you can max fund it first, then perform a 1035 exchange into a new, properly structured IUL. That allows you to move all your money—say $500,000—into the IUL in one fell swoop, fully compliant with TAMRA rules, without triggering a MEC. Now that money can begin compounding tax-free from day one. Clients love this because it’s simple, compliant, and powerful. The result
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