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AICPA ENGAGE 2018

PFP18EL04 - Annuity Exit Strategies: What Works


Jun 12, 2018 3:20pm ‐ Jun 12, 2018 3:45pm


Standard: $49.00

Description

When clients don’t spend their annuities, they are in them for long term tax deferred growth. If distributions by beneficiaries are not managed properly, it can create an income tax nightmare. In this session we will explore tax smart exit strategies to maximize the after tax value of non-qualified annuities.

• Learn how to extract annuity basis as a lump sum while stretching the gains

• Learn how to make lifetime gifts of annuities without a taxable event

• Learn how to build multi-generational income streams

Speaker(s):

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