June 18, 2021
Please visit my website for the full video transcript: https://tanphan.com/blog
Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan
TAN Wealth Management
Overview:
- Today, we will learn about annuities and their purposes
- Ways to fund an annuity
- Annuity payout options
- Fixed, variable, equity-indexed, immediate, and deferred annuities characteristics
- Why do investors buy annuities
- The best way to purchase an annuity
- When you should not buy annuities
- Be cautious of annuities with...
- Common questions on annuities
- How are annuities taxed
- Additional 10% tax on early distribution rules
- Exceptions to the early distribution rules
- August 14, 1982
- Non-natural person (like a corporation) owns an annuity
- Questions to help you understand your annuity
- How I use annuities with clients
Mark as Played
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