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Split annuity fillable sheet form

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The document discusses the Split Annuity, a financial product designed for retirement planning that combines immediate and deferred annuities. It provides a steady income stream through an immediate annuity while allowing the principal to grow in a deferred annuity. This approach ensures predictable cash flow, tax-deferred growth, and flexibility for future income needs, making it suitable for individuals concerned about outliving their assets or supplementing their retirement income.

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