Скачать или смотреть Problem With Annuities: Taxation Rules can make annuities quite unattractive. Know the Tax Rules!

Non-qualified annuities, funded with after-tax dollars, have distinct tax implications. In this show we go over the special rules and tax implications of owning an annuity outside of an IRA. While some might see these rules as an advantage, others might be paying a steep tax price in the end.

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Dolphin Financial Radio is a fun and informative podcast on retirement planning issues. This is not financial advice. Please seek professional guidance before implementing these ideas or strategies:
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Investment advisory services offered through Dolphin Wealth Management Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Dolphin Insurance Inc., Dolphin Wealth Management Inc, and Dolphin Insurance Inc. are affiliated companies doing business as Dolphin Financial Group.

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