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.
This is the sixth video in the series, Navigating Tax Changes for Expiring TCJA Provisions