Minimizing annuity taxes
Many deferred annuity owners have seen their accounts appreciate over the years without having to pay any taxes. However, at some point someone is going to have to pay taxes.…
Tax-free 1031 real estate exchange
Many successful people have become wealthy from real estate investments. According to Forbes, about 10 percent of the world’s billionaires created their wealth from real estate. A significant portion of…
Maximizing the tax benefit of charitable donations
With the new tax laws, it has become potentially more difficult to receive optimal tax treatment for one’s charitable donations. Married couples filing jointly now have a $24,000 standard deduction.…
Tariffs and the stock market
It is universally agreed that international trade wars are bad for global economies. Tariffs increase prices on goods people buy. Consumers either buy less or they increase consumer debt. Tariffs…
A better way to plan for long-term care expenses
Seven out of 10 Americans over the age of 65 will need some form of long-term care.* If you are very wealthy, you can probably afford the $41,000 per year…
Index annuity update
Many investors have been increasing their allocations to index annuities as a way to reduce market risk while still maintaining reasonable growth expectations. As numerous insurance carriers have recently started…
The Stock Market is Eyeing the Upcoming Presidential Election
Prepare to Live
Your Dream Retirement
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.