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Type of Annuities
What is an annuity?
A Fixed Annuity?
A MYGA or CD-Type?
A Indexed Annuity?
A Immediate Anuity?
A Variable Annuity?
Features
How do they work?
Yield to Surrender
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Income for Life
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Taxable - Deferred
Savings Goal
What will I have??
Number of Years
Dollars Monthly?
Lump Sum
Future Value?
Charitable Gift
What are they?
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ACGA Annuity Rates
Split Annuities
What are they?
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59 1/2 Exceptions
59 1/2 Avoidance
Rollovers and
Transfers
Whats a Rollover?
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Research and Refrence
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IRS Publications

Life Expectancy

Compare at Tax Deferred Account with a Taxable Account
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Tax Deferred Account
Amount:
Current Interest Rate:
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%
 
Taxable Account
Amount - Same as above
Current Interest Rate: %
 
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