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Expanding the Annuity Planning Conversation Webinar
March 10, 2021 @ 10:30 AM - 11:30 AM
W&S Financial Group
Lifetime & Post-Death Distribution Strategies for IRAs & Nonqualified-Inherited Annuities
Agenda:
Tax & distribution planning strategies
Nonqualified (NQ) annuities
Post-Death
Pre-Planning (Living Stretch)
Qualified annuities after the SECURE Act
Post-Death
Pre-Planning Options for IRA owners with bequest intentions
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