IMPORTO Flashcards

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1
Q

T/F: Fuds invested in qualified annuities are typically pre-tax dollars, or tax deductible contributions

A

True

> pre tax
or tax deductible

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2
Q

Two things that make the difference between qualified and non qualified annuities

A

1) funds used (taxed, or pre-tax)

2) whether fund are deposited in or out of IRS approved retirement plan

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3
Q

Abbreviation for muni bond order allocations

A

PGDM (Pro Golfers Don’t Miss)

Presale, group net, designated, member

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