Tax Strategies to Get the MOST Out of Annuities: Financial Tips! скачать в хорошем качестве

Tax Strategies to Get the MOST Out of Annuities: Financial Tips!

DON’T outlive your money. Guaranteed retirement income: Annuities explained by California Estate Planning Attorney. 👉 Book a Call at https://cunninghamlegal.com/book-your... to plan retirement income strategies using annuities, tax deferral. How is an annuity taxed? How can the distributions be effectuated in a tax-efficient way, during retirement or after you inherit an annuity? Annuities can be a great retirement income stream because they are guaranteed income and can be used for tax deferral, but you need to think about the most tax-efficient way to get those dollars out of the annuity. Ultimately, people want to know if they’re going to outlive their money—this legal webinar will show how annuities--and some savvy estate planning--can provide guaranteed retirement income. Christina Lindsey Orta of Lindsay & Lindsay Wealth Management and Jeff Farnum of Lincoln Financial join Jim Cunningham of CunninghamLegal in a follow up to our previous legal webinar about annuities. This is not a sales pitch for annuities! Among the topics we discuss in “Annuities 2.0” are: Why all annuities are not considered equal The power of tax deferral for financial growth Downside protection Different kinds of annuity income payments (taxable gains vs. principal) How to get the most out of a tax deferral Join us for an in-depth look at how annuities are taxed and how to collect the distributions from an annuity in the most tax-efficient way possible! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal... For more information about tax planning, click here: https://www.cunninghamlegal.com/calif... 👉 Book a Call at https://cunninghamlegal.com/book-your... for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://cunninghamlegal.com/californi... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! © 2021 CunninghamLegal #cunninghamlegal #estateplanning #annuities