Thursday, May 03, 2007
J.G. Wentworth Analysis: What Do You Need to Know About Death, Taxes, and Annuities?
Never die with an annuity. That's a rule of thumb followed by most financial advisors when speaking with their clients about estate planning -- but not one that most annuity holders know when they first approach estate planning. For example, did you know that the inclusion of an annuity in the estate-tax calculation can result in double-taxation -- estate and income -- subject to a partial offset for the estate taxes?
J.G. Wentworth Analysis: What Do You Need to Know About Death, Taxes, and Annuities?
Source: PrimeNewswire
J.G. Wentworth Analysis: What Do You Need to Know About Death, Taxes, and Annuities?
Source: PrimeNewswire
Permalink posted by armandn @ 7:28 AM 
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