Posts Tagged Immediate Annuity

  • Exclude Income from Taxes Exclude Income from Taxes

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Income tax season is upon us again!! As we deal with 2011 income taxes and compile all that stuff needed to complete tax returns, we are also being inundated with lots of media coverage on the potential of vari...

  • 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...