Скачать или смотреть The annuity tax trap

Buying an annuity with non-IRA money can defer taxes… but there’s a catch 👇

Before moving money into an annuity, make sure you understand the full tax picture.

#annuity #taxplanning #financialplanning
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DISCLOSURE:
Safeguard Investment Advisory Group, LLC. is a registered investment advisor. Information presented is for educational purposes only & does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk & unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. Investment Advisors, Reid Abedeen, Rick Rivera, Edward Sota, Andy Anable, Chris Miller, Dan Carter, David Hart, James Murray and Deryk Cherubini are also licensed to offer insurance plans and products in the State of California under license numbers: #0C78700, #0B51891, #0C16747, #0G78226, #0F57413, #0C32681, #0D42046, #0F77176 and ##0H56092.