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Viewpoints about Annuities
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Prescribed annuities issued after 2016: Impact of the legislation
Changes made to the taxation of prescribed annuity contracts (PACs) impacts the proportion of the annuity payment that will be taxable income.
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Protecting your nest egg after you’re gone
Spacing out an inheritance: The Annuity Settlement Option
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Considering Insurance Trusts¹ and the annuity settlement option
Passing on savings to the next generation? Your goals and possible scenarios will determine whether an annuity settlement option or a trust is the best option.
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