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4. Get Selling: Annuities
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Introduction To Annuities1 Quiz
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Overview1 Quiz
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Annuity Myths1 Quiz
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Reasons to Buy an Annuity1 Quiz
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Key Concepts1 Quiz
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Types of Annuities1 Quiz
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Indexed Crediting Strategy1 Quiz
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Funding an Annuity1 Quiz
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Annuity Payouts1 Quiz
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Disbursement / Annuitization1 Quiz
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Tax Considerations1 Quiz
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What is Suitability?1 Quiz
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Uses for Annuities1 Quiz
Quiz 11 of 13
Tax Considerations Quiz
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Question 1 of 3
1. Question
Who should provide tax advice regarding annuities to the clients?
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Question 2 of 3
2. Question
Which of the following are taxable disbursements from an annuity?
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Question 3 of 3
3. Question
The IRS will apply a 10% tax penalty on annuity disbursements prior to age 59 ½.
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