Annuities

• Annuity Maximization- “Estate Planning for Deferred Annuities”- Clients often invest in tax-favored investments like deferred annuities to supplement retirement savings, but some clients find that they don’t need the extra income and the Estate tax exposure becomes a bigger problem than their retirement planning needs….
• Split Annuities- “Mo’ Money”- How to put more spendable income in your clients pocket…..