Variable Annuity Distribution Taxes. SIE Exam, Series 6 Exam, Series 7 Exam and Series 65 Exam

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Series 7 Guru

Series 7 Guru

Күн бұрын

Пікірлер: 8
@Series7Guru
@Series7Guru 2 жыл бұрын
kzbin.info/www/bejne/hmSWl6B_npimnNE Variable Annuities
@AndrewCarlucciSr
@AndrewCarlucciSr Жыл бұрын
Guru Guru Guru!!!! U da man. Thank u so much!!
@Series7Guru
@Series7Guru Жыл бұрын
De nada
@himachalvibes9112
@himachalvibes9112 Жыл бұрын
Do u have any video specially for taxation of variable annutities. This help anyway
@Series7Guru
@Series7Guru Жыл бұрын
I do it is called Variable Annuities
@RyanGriffithLLC
@RyanGriffithLLC 6 ай бұрын
Hi Dean, I’m confused as to why wouldn’t that $10k be taxed as LT Cap gains? 28% is his marginal. are variable annuities taxed as ordinary? I would’ve gotten this wrong😢
@Series7Guru
@Series7Guru 6 ай бұрын
There is never a long term.gain in a variable annuity. That is one the major disadvantages.
@RyanGriffithLLC
@RyanGriffithLLC 6 ай бұрын
🧐 interesting. Through process of elimination I would have chosen right. But this is good to note. Maybe I missed that in the LEM. It seemed like the 28% was thrown in there to misguide the test taker. THANK YOU Sir!!!
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