IMPORTO

Question 1

T/F: Fuds invested in qualified annuities are typically pre-tax dollars, or tax deductible contributions

Answer 1

True

> pre tax
or tax deductible

Question 2

Two things that make the difference between qualified and non qualified annuities

Answer 2

1) funds used (taxed, or pre-tax)

2) whether fund are deposited in or out of IRS approved retirement plan

Question 3

Abbreviation for muni bond order allocations

Answer 3

PGDM (Pro Golfers Don’t Miss)

Presale, group net, designated, member