Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Is it possible to transfer IRA funds or a 401(k) into a Swiss annuity?

April 26, 2017Annuity funds IRA possible Swiss transfer

0

Posted

Is it possible to transfer IRA funds or a 401(k) into a Swiss annuity?

1 Answer

0

Posted

Yes, under certain conditions, a Swiss annuity can be held within an IRA. Also it may be possible that funds may be transferred from a qualified corporate plan, a Keogh plan, a 401(k), a 403(b) tax deferred retirement plan, a qualified bond purchase plan, a deceased spouses IRA, or another IRA maintained by you. If you would like to receive a complimentary information kit, please contact us. Unfortunately, transfers are not possible for Canadian R.R.S.P.s or similar plans.