Funding An Annuity: Qualified | Non Qualified | IRA Roth | 1035 exchange | Pension | Personal Check

Funding A Fixed Annuity | Premium Types Allowed

Non-Qualified Annuity Contracts Can Be Funded (After tax money)
Check From Checking Account (Cashiers Check Not Often Allowed)
VIA Wiring Instructions
1035 Tax Free Exchange
Non-Qualified Transfer
Issued as:
Non-Qualified
Inherited Non-Qualified

Qualified Annuity Contracts Can Be Funded (Pre-tax money)
Direct Rollover
Direct Transfer
Wire Transfer
Indirect Rollover - 1 Per Year Rules
Issued as:
Traditional IRA
Inherited IRA
Roth IRA
Sep IRA
Qualified Retirement Plan (401K, Pension, PSP, 403b)

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