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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
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