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Can You Do a 1035 Exchange Into or Out of a "Secondary Market Annuity"?

A 1035 Exchange is not eligible Into or out of an SMA. Secondary Market Annuity is a term that shrouds the truth in a veil of expertise, used by merchants of structured settlement payment rights as a marketing hook to capture investors in acquired structured settlement receivables. Not an annuity.

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Can You Do a 1035 Exchange Into or Out of a "Secondary Market Annuity"?

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