Tax Deferral in an Annuity Contract

Ever wonder if there’s an advantage to using after-tax dollars within an indexed annuity? You’re on the right track Watch below as Lou Aarons explains how using after-tax dollars works for you with regard to tax deferral in an annuity contract. Transcript: Hi, it’s Lou Aarons again, I’m one of

Required Minimum Distributions and Your Retirement Strategy

As of the writing of this post, the U.S. House of Representatives has passed what is being billed as the SECURE Act 2.0.  This will almost certainly bring updates to the how we currently strategize with our clients on the best options for them in retirement. However, it’s good to