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Thread: A tell all book about the dark side of the personal finance industry
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Old 09-25-2023, 11:18 PM
CoachKandSportsguy CoachKandSportsguy is offline
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Originally Posted by Robbb View Post
Yea keep looking into that, I have never heard that an annuity would satisfy an RMD. Unless your advisor is saying you should hold an annuity in a tax deferred account. If that was the case I would get another advisor.
A qualified Annuity is an annuity inside a qualified account, like TIAACREF's 403(b) annuities, key word qualified. .

However, after cashing out my mom's TIAA annuities, I would stay far away from them. . I actually don't particularly like TIAA/CREF either, with their limited offerings, and one of the two primary offerings being an annuity

but YMMV