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Should These Clients Buy an Annuity? Two Case Studies
Expert Opinion June 20, 2025 at 03:54 PM
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What You Need To Know
- When a spouse dies, it's important to look at the survivor's cash flow.
- Having children from a prior marriage inherently complicates estate planning.
- A QLAC avoids RMDs on the amount deferred until a predetermined start date.
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