The Ins and Outs of Annuity Taxation

In this episode, we dive deep into the fundamental and advanced principles surrounding annuity taxation and how it can impact the decisions both you and your clients make. This includes ideal times to begin taking distributions, managing premiums and expectations, beneficiary endorsements, and more.

Presented By:

Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services

Featuring:

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, Professor of Practice, The American College of Financial Services

Justin Bateman, Corporate Vice President of Advanced Income Solutions — Product Development, New York Life Insurance Company