Can I Put an Annuity In a Trust?
Автор: My Retirement TV
Загружено: 2018-10-13
Просмотров: 852
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Are you considering making a Trust the beneficiary of your Annuity?
If so, then you'll need to be aware of the multiple layers of consideration that have to be accounted for.
Your trust will be regulated by state guidelines. Your annuity will be regulated by your state insurance laws or securities laws, depending on the type of annuity.
It's vital to consult with a team of professionals who can properly guide you to making sure your goals are accomplished.
If you'd like to learn more about what a See Through Trust is watch this video: • What is a Look Through Trust?
To learn more about Nathan visit http://fiduciary1st.com or follow him on Facebook at / fiduciary1st
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