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Taxation and Suitability of Annuities for the Professional Advisor 3rd Expanded Edition: With new coverage of the SECURE Act, SEC's "Reg BI"

Newly revised and expanded version, covering the SECURE Act, SEC's "Best Interest" Regulation, and the NAIC's new "Suitability in Annuity Transactions" Model Regulation #275 of 2020Read more

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