This Is the Basic Tax Rule for Annuity Payments
The basic rule for taxing annuity payments (i.e., “amounts received as an...
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Month: May 2017
Why Many of Your Prospects Are Broke
Roughly three-quarters of Americans have some kind of debt, and 18% spend more than half of their...
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What Are Gift Tax Issues With Annuities?
A person has made a gift of the contract if the person (1) purchases an annuity contract, the...
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Loneliness Can Kill Your Clients
Loneliness is a major, growing threat to older Americans’ health and longevity. Julianne...
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As The 4% Rule Wobbles, Are Annuities More Attractive Strategy?
What is a “safe” withdrawal rate in retirement? Ask any reputable financial planner and they will...
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