Thanks so much for attending my presentations for Wealth Enhancement Group!
Further Reading Materials:
- How The “Annuities Should NEVER Go In An IRA” Rule Has Become A Myth
- Owning Deferred Annuities In Trusts And Preserving Tax-Deferral Treatment
- IRS Opens Door In PLR 201330016 For 1035 Exchange By Beneficiary Of Fixed And Variable Inherited Annuities
- Making Estate Planning More Tax Efficient And Equitable For Beneficiaries By NOT Just Splitting The Assets Evenly
- Using Digital Estate Planning Platforms To Complement Attorney And Advisor Roles
- “Legacy IRA” Rollover To A Charitable Gift Annuity: Using This New Tax-Advantaged Opportunity To Help Clients Achieve Charitable And Retirement Goals
- Spousal Rollover And Stretch Rules For Inherited Traditional And Roth IRAs