Post-mortem 1035 Exchange of Annuity Allowed – WealthManagement.com

Post-mortem 1035 Exchange of Annuity Allowed
WealthManagement.com
PLR 201330016 (July 26, 2013) opens a valuable opportunity for life and annuity agents, tax professionals and estate planning attorneys when advising beneficiaries by allowing for more flexible management of these accounts. Facts. In the PLR, the 

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