1099-I and 1099-R tax forms are sent out by January 31st and will include important tax information about any withdrawals you have taken in the previous tax year.
5498 tax forms are informational only and are sent out by May 31st each year only on tax qualified IRA’s.
We are not able to advise you. You will need to speak with an agent or financial advisor.
Your entire bonus is not vested until the end of the 10 year contract period.
The death benefit is the same as the vested value as of the date of death.
You will need to call us to get the amount of income available to you.
Your roll up rate is contract specific. Please call us for your information or it is available in your policy.