Annuities explained, retirement income strategies, retirement income planning, annuity explained: estate planning attorney tips 👉 Book a Call at https://cunninghamlegal.com/book-your... to have annuities explained and learn about retirement income strategies.
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’ll 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!
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