The ‘Gotchas’ in Annuity Taxation

Are you and your clients getting the most out of annuities? Chances are you might be leaving money on the table.

Annuities are often subject to hidden technicalities and tax rules that can result in wildly different outcomes. Grasping the fundamental principles of how annuities are taxed, along with the varying circumstances annuities can be offered under, is critical to getting the most mileage out of them.

Join Steve Parrish, adjunct professor of Advanced Planning and co-director of the Retirement Income Center at The American College of Financial Services, as he discusses the common pitfalls of annuity taxation with Forbes, as well as some tips and tricks to avoid them.

Read on here!

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