Annuities: Special Investments Whose Time Has Come, Part III

Duff, Richard W.
August 2000
Journal of Financial Planning;Aug2000, Vol. 13 Issue 8, p38
Academic Journal
Part III. Explains how to use the United States Internal Revenue Code 1035 exchanges during annuity planning. Background information on the 1035 exchanges; Contracts that can be exchange tax-free under the rule; Suggestions for planners.


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