Taxation and Suitability of Annuities for the Professional Advisor 3rd Expanded Edition: With new coverage of the SECURE Act, SEC's "Reg BI"
ألا بذكر الله تطمئن القلوب
9 tracks
Money MakingTaxation
Description
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
Related Works
Episodes (9)
1
Chapter 1: Annuity Basics
2
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
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About the Author
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INDEX
9
End Credits