Dave Levine Annuity⚓︎

Details⚓︎

Purchased through American General (originally Sun America)

• Statements are sent quarterly
• Interest Rate per year: 4.00% fixed
• Grantor Trust opened 10/20/2011 under original policy started on 7/11/1988.
• Original investment: $2,070.14
  • This amount comes out tax free (no 1099 required), but everything else is taxable.
• Money can be withdrawn any time and at any amount, but any money taken out will be taxed.

Contact Information⚓︎