I forgot. Another scenario are MYGA's. I believe you don't recognize any of the income until you actually withdraw the funds' gains. I think this means if you wanted to roll it over and over and over, you'd be deferring until you die. And I'd don't recall if that basis gets stepped up on your death or not?
Statistics: Posted by Jay Dee — Mon Oct 27, 2025 9:36 pm — Replies 7 — Views 409