Skip to main content
March 13, 2025
Question

How do I determine if an annuity from a life insurance company is "qualified" or not?

  • March 13, 2025
  • 1 reply
  • 0 views
Box 7 has code 7D, and is a variable annuity.

    1 reply

    JohnB5677
    March 13, 2025

    An annuity from a life insurance company is probably not a qualified plan.

    • A qualified plan is an employer-sponsored retirement plan
    • A 401(k) plan and the 403(b) plan are examples.
    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"