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Personal Investments • Fidelilty Advisor Pushing Annuities

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If the annuities are for estate planning remember heirs have to pay regular income taxes on any annuity gains. Not good for heirs in my humble opinion; with an index fund in a taxable account the heirs get a tax free stepped up basis.

Statistics: Posted by Parkinglotracer — Tue Dec 17, 2024 12:25 pm — Replies 30 — Views 729



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