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Travis Gerhard, Agent of New York Life Insurance Company and Registered Representative of NYLIFE Securities LLC, Idaho General Office. Cell-208-284-3700 Office-208-338-6342
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What are the tax advantages of an annuity?
How much should I save to reach my goal?
How much Life Insurance do I need?
Are my current retirement savings sufficient?
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.