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6:04
YouTube
The Annuity Expert | Retirement And Insurance
Annuity Transfers & Rollovers: Rules, Taxes, and Smart Paths
Annuity Transfers & Rollovers: Rules, Taxes, and Smart Paths This video explains how annuity transfers and rollovers work in the U.S.—when you can move an annuity to another company, switch to a new annuity via a 1035 exchange, or roll qualified money between plans without triggering taxes or penalties. We keep it first-timer friendly and ...
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