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Guest ButchElfers
Posted

Not sure what category this may fall under.

If an individual receives a settlement from a lawsuit, invests that money directly into an immediate annuity-the monthly annuity payments will be tax free.

Question: What timeframe does that individual have to establish the "Structured Settlement"? Does the settlement have to be rolled directly into the annuity?

plz e-mail butch@langgroup.com

thank you,

butch

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