Gifting an annuity involves specific rules to avoid tax pitfalls and legal complications. This article covers the essential regulations, types of annuities eligible for gifting, and tax implications such as the three-year rule. Summary Need help choosing the best annuity for your unique situation? Have questions about getting an annuity? If so, it’s best to […]
Gifting an Annuity: Important Rules to Follow Read More »
If you are dealing with complex annuity contracts, you might be wondering, ‘Do I need an annuity lawyer?’ An annuity lawyer can help you navigate the intricacies of annuity contracts, resolve disputes, and protect your financial interests. In this article, we’ll explore when it’s essential to seek legal help for annuities and what you should
Do I Need an Annuity Lawyer? Read More »
I want to show you how you can create over 14 million in guaranteed income from only $5 million in an annuity. you will love this episode!
$481k per year from a $5 Million Annuity Read More »
John Stevenson, a prominent wealth protection educator, and host of the Guaranteed Retirement Show, helps of people successfully strategize for retirement.
