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Looking for 2nd carrier on a large deal with a good walk away Bonus. Basically from my calculations there will be a cap gains tax of roughly $13,000 on a $800,000 move.
I am thinking of possibly moving a additional $200,000
or so OR using $600,000 in current annuity and $200,000
in another one to make up the cap gains tax in a bonus.
I know Allianz has 20% bonus BUT that's only on income portion
this client will not need income.
I am thinking of possibly moving a additional $200,000
or so OR using $600,000 in current annuity and $200,000
in another one to make up the cap gains tax in a bonus.
I know Allianz has 20% bonus BUT that's only on income portion
this client will not need income.