Hey guys! My husband and I took out a loan from is annuity. The interest rate/payment is high. We know there will be a tax penalty if we decide to default on the loan and claim it as income. We are also in the process...

We have a new client/investor that recently received a non-qualified Annuity from her mother's estate.  The ROI from the annuity is less than 5%.  She wants to cash out, while minimizing/avoiding taxes & invest in...

Some one who is willing to loan me money has an annuity, but is unsure how much int they are earning. I obviously would be paying a higher interest then she is earning. Lets say she had $29484.00 at the start of t...

I am starting to back into real estate investing after a long seven year layoff and recently I purchased my primary residence. I was able to purchase it with only 5% down as a 1st time buyer since I haven't owned any ...

If this is in the wrong section, apologies.My mother passed in Septemeber. She had a trust, which this account was transferred to prior to her passing. This is an IRA that is part of an AXA Annuity. This was originall...

Hello there,I was just looking for some opinions on borrowing against my annuity to invest in a duplex. I’d like to use a 203k loan so I can put 3.5% down. I know this means I will need reserves too. A follow up quest...

Tax Question about deductibility of an annuity surrender charge in 2017.If an annuity is cashed in to buy rental real estate and there is a large surrender charge, can that surrender charge be deducted on:(1) Schedule...

I am considering putting together a multi home deal with a private annuity among family members.  Does anyone have any experience with Private annuities?

Hypothetically if I had a 457b plan thru my job and wanted to withdraw on it to buy the house Im currently renting for my first BRRRR, would this be potentially good move?

Can I use an Annuity I have through a Union I was in to fund real estate?