Series 66: 3.6.4.8.3. Tax-Qualified Variable Annuities

Taken from our Series 66 Online Guide

3.6.4.8.3. 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 not yet been taxed, all of the di

+ Read More

More Series 66 Info

What are people saying?

Create an Account

Since you're reading about Series 66: 3.6.4.8.3. Tax-Qualified Variable Annuities, you might also be interested in:

Series 66 - Definition of Investment Adviser

Series 14 - 6.1.10. Rules Relating to Fixed-Price Offerings

Series 28 - Municipal Securities

Series 50 - Derivatives Disclosure

Series 24 - Adjustments to Open Quotes on the Ex-date

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Hi Jeremy & Karen, I just passed my 66 today! I'm so thrilled! I had an interruption of my studies a few weeks back due to some distracting issues, but I got back on track, focused hard on the book, the practice quizzes and exams, and I made it! I'm a true believer in the value of your study materials. I'd recommend your firm's materials to anyone that wants to pass the first time they take these really challenging exams. Now I've got my Series 7 and my Series 66, and I did it with the terrific support of this Exam Prep. Thank you for these great study materials.

Howard Silverberg

The Solomon Series 66 prep material was very comprehensive and practice quizzes and exams helped a great deal to gauge my likelihood of passing the exam

Florence Isaac Chicago, IL

So, on this exam [Series 66] I used both your material and Kaplan. mainly because the bank had already paid for kaplan and I had grown accustom to your laid back writing style along with a great mp3 version of the book. Anyway, I got a fair amount of questions from both the kaplan material and your material before taking the test. I have to say that your material matched more closely to the test than I ever would have expected. I will be coming back to Solomon exam prep for ALL of my exam prep needs. :-) Thanks!

Marshall Wolfe, Hopkinsville, KY

Thank you so much Solomon Prep for helping me to be able to successfully pass all three of my exams (SIE, Series 7 and Series 66) in a relatively short period of time. The exam packages were excellent! I will continue to refer people to your amazing program!

Jessica Macci, Goldman Sachs. Albany, NY

I sat for the Series 66 on March 16th. I got an 85. I give all kudos to Solomon. The study materials were excellent.

William Crull, Metairie, LA

I passed the Series 66 with an 82 after just a few weeks of serious studying, thanks to the Solomon Exam Simulator and study calendar! I would (and do) recommend Solomon Exam Prep to everyone!

Janie Richards, Kestra Financial, Austin, Texas