Extended IRA and Non-Qualified Annuity Strategies

04 Oct 2018
9:10 am-10:00 am

Extended IRA and Non-Qualified Annuity Strategies

IRA’s and nonqualified annuities are popular retirement accumulation vehicles, but they also have death distribution options that may prove valuable for clients. Understanding how these death distributions options work can be a market differentiator for investment professionals. We’ll look at this concept for both IRA’s and nonqualified annuities.