Posts Tagged Holding Period

  • Split Annuities – Another Way to Defer Tax Split Annuities – Another Way to Defer Tax

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor 'Split Annuities' are my favorite strategy for managing and protecting assets especially valued retirement assets. A ‘Split Annuity’ is really two or more annuities that are issued together – to coordinat...