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Daily Archives: May 18, 2016

The Problem With Joint Ownership Of Non-Qualified Deferred Annuities

From the Corner OfficeBy Peter McGratty CFAMay 18, 2016

By Michael Kitces The opportunity to obtain tax-deferred growth in a non-qualified deferred annuity is a key feature of the contracts, particularly for …read more Source:: Nerd’s Eye View

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