Annuity Max

Although a deferred annuity is great for accumulating retirement funds, it's not an efficient vehicle to transfer wealth. Deferred income may be subject to income or estate taxes at death. Using annuity maximization, assets from the annuity can be repositioned to maximize value.

Published: April 18, 2022
Tracking Code: 70054
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
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