Annuity in a Trust: The Mistake That Could Cost You Everything
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Annuity in a Trust: The Mistake That Could Cost You Everything
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Most people think putting their annuity in a trust is a smart move. Their attorney told them to do it. So they did it.
But that one simple paperwork change could trigger a massive tax bill — and most attorneys don't even realize it.
In this episode, Marty Becker breaks down the trust mistake that blindsides retirees every day. You'll learn the critical difference between a revocable and irrevocable trust, why it matters for your annuity, and how one wrong signature could make $150,000 in deferred gains immediately taxable.
What you'll learn:
- Why trusts are not the tax shield most people think they are
- The two types of trusts and how each one affects your annuity differently
- The real-life example that shows exactly how much this mistake can cost you
- What to ask your attorney before you transfer anything
If you have an annuity and an estate plan — this episode is a must listen.
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