How do I enter this
I am recommending a annuity with income rider with income starting in 10 years.
Do I remove the value of the current IRA, $235,000 today and enter the income as a pension at the start age?
any other suggestions?
Yes if you are using the entire $235k as the premium enter a special expense to pull it out of
“Tax Deferred” so it’s not double counted.
Yes you can enter the income as a pension or as a Cash Infusion where you can add a description
of it for “Annuity income rider” or something more specific than generic “Pension”.