Annuity Exchange Without Tax Liability
If you've had a tax deferred annuity for several years, but there are newer types of annuities with different, more advantageous benefit provisions that you would prefer, watch this short video to learn how you can easily exchange your own annuity for a new one without any tax liability.
Scott Garcia
Reduce the anxiety and apprehension of addressing the unknown and future needs of your child with challenges, disabilities and Special Needs. You will find the help you need to achieve your financial and lifestyle goals using our easy, affordable, and streamlined process – developed for families like yours. At Premier Estate and Income Planning, your goals are our goals.