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How To Get Out Of Your Own Way (with one simple tool) SB1538 - Greatest Hits

The Stacking Benjamins Show

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Exploring Annuitiy Innovation in the RIA World

The chapter delves into the historical issues and complexities of annuities, discussing their past baggage, taxation problems, and reasons why they have been overlooked by fiduciary financial professionals. The conversation touches on challenges with recommending annuities, their design, complexity, and incompatibility despite their utility.

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