Taxation and Suitability of Annuities for the Professional Advisor: Revised and Expanded with coverage of the SECURE Act, SEC's "Reg BI", and NAIC's n

by John L. Olsen

Book Overview

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 2020

• Format: Paperback
• Language: English
• ISBN: B086PV22R6
• ISBN13: 9798633772340
• Release Date: April 2020
• Publisher: Independently Published
• Length: 196 Pages
• Weight: 0.65 lbs.
• Dimensions: 0.5" x 6.0" x 9.0"