Split Annuity Strategy (Buckets)

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5 Key Features:

  • Utilizing as many annuity contracts needed to achieve the goal
  • As few as 2 and as many as 7 different annuities can be used
  • Can use both IRA and non-IRA accounts, and in combination
  • Fixed rate annuities, immediate annuities, indexed annuities can be used together
  • Fixed annuity structures protect from market volatility

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