"Who's on first, What's on Second, . . .": Using Annuities in Retirement Planning - American Institute of CPAs
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In any discussion of annuities, confusion abounds. On the one hand they are much maligned; on the other, they are embraced. As a result of enormous regulatory, economic, and product design changes, consumers are dazed and confused, perhaps losing sight of the ball with all the chaos on the field. Topics to be addressed include:
The need for an annuity
Types of annuities
Advanced planning concepts with annuities
Speaker(s):
Thomas
N. Tillery,
MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®,
Vice President/Chief Compliance Officer,
Paraklete Financial, Inc.®
Credits
0.00
- Specialized Knowledge & Application
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