Qualified Funds

[dahonored1]

If a person wants to contribute $5,500 this year to a fixed annuity, and wants a tax deduction, would I be able to do that without having a security license?

 

[scagnt83]

Yes you can. But the better question is "should you be the one to do it?"....

If you don't even know if you can or not... then you are not qualified to help them.

 

[DHK]

Yes.

https://www.irs.gov/retirement-plan...yee/retirement-topics-ira-contribution-limits

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