I am not sure I have the right forum topic. I am trying to figure out where to enter information about deferred annuities including fixed and variable with the variable annuity within a Roth IRA. (bad combo I know).
I assume the deferred annuities cannot be entered as regular asset since no tax is considered until withdrawal is taken but not sure where to enter the information.
Thanks for your help,
Bruce
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Hi Bruce, you can tell the program you will annuitize retirement accounts at a future date and that the annuity will be variable. You do this in the retirement account folder on the last screen. You can also tell the program under pensions and annuities about future annuities. Call me if this doesn't answer your question. My cell is 617 834-2148. best, Larry