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FPA NEO - Advanced Annuity Planning (May 21, 2020)
FPA Northeast Ohio looks forward to hosting our first virtual event! Please join us for updates from your local chapter and FPA national, then enjoy a quality education program, which includes 1 hour of CFP CE.

The presentation highlights planning opportunities with various types of annuities which were made possible through amendments to the Internal Revenue Code via Revenue Ruling and Private Letter Ruling and also through provisions of the Pension Protection Act. Items discussed are partial 1035 exchange, cost basis, Advisor management fees, non-qualified beneficiary stretch, restricted beneficiary stretch, and Trust-owned annuities.

May 21, 2020 09:00 AM in Eastern Time (US and Canada)

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