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Taxes & Rules

RMDs, inherited annuities, 1035 exchanges, rollovers, and QLAC rules.

Taxes & Rules

Annuity vs IRA: Apples, Oranges, or Both

An IRA and an annuity are not the same kind of thing, so comparing them is like comparing a garage to a car. An IRA is…

Updated September 2, 2026
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