In the first article of this series, I described how many annuity owners are losing half of their annuity value to taxes and most are not even aware...
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Find out more about Robert: Robert Smith has saved clients hundreds of millions of dollars in taxes since 1989. He has reduced client insurance premiums, mortgage and investment costs while increasing client wealth and benefits. He earned the CLU, ChFC, LIC, CCCC, RFC, RIA, AAMS, CMP and CMPS designations and is an advisor to other advisors. He served as a university CFP instructor and is a former Princeton Review instructor. He lives in the Tampa Bay area with his three children. |