Clarifying the Complex from Nationwide

Immediate Annuities Part 1 - NFM - 18550AO


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Desiree Buckner joins to answer some common questions the ACG often gets about immediate annuities. These questions focus on income taxation rules of nonqualified immediate annuities and IRAs, the 10% tax on pre-59 1/2 distributions, and the inheritance rules for beneficiaries of nonqualified annuities.
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Clarifying the Complex from NationwideBy Nationwide

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