Who Can Buy Annuities?

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   David RacichPRO

   Fountain Hills, Arizona

   Product suitability is a primary concern to the investor or saver. A financial profile needs to be developed that includes risk tolerance, tax deferral as a key planning component and generally a moderate to long term hold position without the need of liquidity. The purchase should also consider whether the annuity is qualified or non qualified. 
    

   Answered on June 13, 2013

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