Series 7: 8.2.7.3. Tax-Qualified Variable Annuities

Taken from our Series 7 Online Guide

8.2.7.3. Tax-Qualified Variable Annuities

There are some annuities in which contributions are made with pre-tax dollars. These are called tax-qualified variable annuities, but are sometimes referred to as tax-sheltered annuities (TSAs). Because they are funded with money that has not yet been taxed

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