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Using Private Annuities to Guarantee Cash Flow for Life

Sep 29, 2025 · 11 min watch

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In this insightful video, Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner — Keebler & Associates, LLP, explains how to use private annuities to secure guarantee cash flow for life. He illustrates the concept with a practical example, discusses the income tax implications and explores additional strategies to enhance financial security. Watch to learn how private annuities can be a valuable tool in financial planning.

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Download the Using Private Annuities to Guarantee Cash Flow for Life presentation slides

File name: using-private-annuities-to-guarantee-cash-flow-for-life.pdf

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Tax

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Tax Policy & Regulatory Change
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