Steven is once again joined by Brian Smith, representing our partners at Foundational Income Associates. In this episode, Steven and Brian cover some of the basics on annuities because in spite of some of the headlines on social media, just in the last few years, the amount of money going into these products is at the trillion mark. Brian shares key definitions and meaningful ways to break down complex topics, while Steven highlights how these products will show up on a client's tax return at various stages of the annuity life cycle. Whether you actively recommend annuities or simply have clients who come to you with them already in place, this episode will deliver valuable information you can put in action.
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Retirement Tax Services Podcast