Series 65: 3.7.4.8.3 Tax-Qualified Variable Annuities

Taken from our Series 65 Online Guide

3.7.4.8.3 Tax-Qualified Variable Annuities

There are some annuities in which contributions are made with pre-tax dollars. These are called tax-qualified variable annuities, but they are also sometimes referred to as tax-sheltered annuities (TSAs). Because they are funded with money that has n

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