Non Qualified Annuities

Non Qualified Annuities

Non-qualified annuities are more complicated than qualified fixed annuities. Brentwood has an extensive track record in this field and can help a plan sponsor understand the tax ramifications associated with these contracts.

We can also provide an analysis on the correct amount to pay a participant when the participant owns the contract and asks to receive a “gross-up” payment from the plan sponsor to pay their immediate tax bill.


Non Qualified Immediate Annuity Quote

California
Corporate Headquarters

5999-B Ridgeview Street
Camarillo, CA 93012


805-764-0300
scott.harbin@brentwoodllc.com

Florida
Regional office

1221 First Street South, 11A
Jacksonville Beach, FL 32250


904-372-7105
neil.ronco@brentwoodllc.com