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Thread: Inheriting non-spousal annunity
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Old 08-18-2021, 09:14 AM
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dewilson58 dewilson58 is offline
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Quote:
Originally Posted by billthecpa View Post
I find it mind-boggling that someone would ask this question of anyone other than a qualified, experienced, professional financial or investment advisor (who does not sell annuities).
I would inject "tax".

A qualified, experienced tax professional.

Investment advisors can not practice in front of the IRS.

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