1035 exchanges of annuities appealing but challenging
Are you trying to figure out whether or not it makes sense for your client to do a…
Are you trying to figure out whether or not it makes sense for your client to do a tax-free Section 1035 exchange out of his or her old variable annuity into a new one?
The question is certainly valid given the many new features available today in annuities. But brace yourself for a challenging ass
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