Tag Archives: Annuity
Do you have clients with qualified annuities that they expect to pass on rather than spend? Does the LIFO method of distribution leave your clients expecting to give Uncle Sam more than his fair share of their inheritance? Do you want … Continue reading
Happy Throwback Thursday! Rates are always changing but the concepts don’t, let us know if we can help you help your clients.
Brendon DeRouin discusses the potential advantage to a Charitable Lead Annuity Trust for retired individuals. Continue reading
Quarter 2 marks the end of tax season and the peak time of year for CD renewals. Check in with your clients and with a fresh idea. Continue reading