Should the Total Purchase Amount in an Annuity Include or Exclude Tax Free Cash (TFC)?

34 views 09/11/2020 25/11/2021 1

You will need to enter the fund that will be used to buy the annuity after the Tax-Free Cash (TFC) has been deducted.

For illustrations showing the total transfer value and tax-free cash, the Detailed Quotes service should be used.

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