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How Annuities Provide Tax-advantaged Investment Returns

Using Insurance Products for Tax-Sheltered Growth

In this Retirement Daily video, Michael Finke, a professor at the American College of Financial Services and a research fellow for the Alliance for Lifetime Income, explains how insurance products such as annuities can provide tax-advantaged investment returns. 

In addition, he describes the optimal location of financial assets within an annuity and other types of accounts.