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Using Private Annuities to Guarantee Cash Flow for Life | Navigating Tax Changes for Expiring TCJA Provisions

Sep 27, 2024 · 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.

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

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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