Tag Archives | tax deferral

how to you pay tax on an annuity

How and When Your Tax Deferred Annuity Becomes Taxable

Annuities, as I have mentioned before, are a hot topic in the financial planning community right now. I can find plenty of financial advisors that love annuities, but I can also find plenty of others that hate annuities. Love annuities or hate them, I believe that most financial advisors will agree they can be complex.  […]

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Cash Balance Plans - a way to defer more into retirement

Cash Balance Plan – Supercharge Your Retirement Savings

Business owners are generally great at running their business.  However, they are so laser-focused on running the business that the “unimportant” things, such as saving for retirement, are sometimes pushed to the side or are forgotten altogether. Because of this unfortunate trend, business owners often find themselves needing to “catch up” as their retirement date […]

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