Taxation and Suitability of Annuities for the Professional Advisor 3rd Expanded Edition: With new coverage of the SECURE Act, SEC's "Reg BI"
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9 tracks
Money MakingTaxation
الوصف
Newly revised and expanded version, covering the SECURE Act, SEC's "Best Interest" Regulation, and the NAIC's new "Suitability in Annuity Transactions" Model Regulation #275 of 2020Read more
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الحلقات (9)
1
Chapter 1: Annuity Basics
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Chapter 9: "Annuities and Suitability: Reflections on the State of the Debate”
3
Appendix A: SATMR 2020 Appendix A, Page 1
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Appendix A: SATMR Appendix A, Page 2
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Appendix B: SATMR Appendix B
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Appendix C: SATMR Appendix C
7
About the Author
8
INDEX
9
End Credits