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FOR USE IN NEW YORK ONLYLegacyAsset rebalancing program enrollment Important information this form to enroll in the asset rebalancing program for your variable annuity contract. Asset rebalancing

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How to fill out northwestern mutual variable annuity

01

Contact a Northwestern Mutual financial advisor to discuss your financial goals and needs

02

Complete the necessary paperwork to open a variable annuity account

03

Choose your investment options based on your investment objectives and risk tolerance

04

Review and sign the contract agreement for the variable annuity

Who needs northwestern mutual variable annuity?

01

Individuals who are looking for a tax-deferred investment option

02

Those who want to supplement their retirement income

03

Investors who are seeking long-term growth potential for their savings

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What is northwestern mutual variable annuity?

Northwestern Mutual Variable Annuity is a type of investment product offered by Northwestern Mutual that allows individuals to invest in various subaccounts to potentially grow their investment over time.

Who is required to file northwestern mutual variable annuity?

Individuals who have purchased Northwestern Mutual Variable Annuity are required to report it on their tax returns.

How to fill out northwestern mutual variable annuity?

To fill out Northwestern Mutual Variable Annuity, individuals need to report the income, gains, and losses from the annuity on their tax returns using the appropriate forms provided by the IRS.

What is the purpose of northwestern mutual variable annuity?

The purpose of Northwestern Mutual Variable Annuity is to provide individuals with a tax-advantaged investment vehicle to help them save and grow their money for retirement or other financial goals.

What information must be reported on northwestern mutual variable annuity?

Individuals must report any income, gains, and losses from the Northwestern Mutual Variable Annuity on their tax returns, including any distributions or withdrawals made during the tax year.

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