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My local banker won't know anymore than I.


Probably. In any case, due to those products usually being sold on an over-the-counter basis you're likely to need an upscale (e.g. private banking) rather than retail relationship to execute the first and third strategy. These accounts ($$$) usually come with product experts that know what they're talking about ;-) Given the amounts generally involved when it comes to retirement it may be worthwhile.

Otherwise, the second strategy is something you could try yourself.

SB
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