Advantages of Annuity Investing!
This conversation discusses tax-free investing and ways to make money on a tax-free basis. Kenner explains the importance of tax advantage investing and retirement income that you cannot outlive. He discusses the need for a rate of return that allows you to live for a long time without running out of money and the impact of taxes on retirement income.
The conversation also explores different types of life insurance policies and their benefits, as well as the advantages of annuity investing. He provides strategies for tax-free and tax-deferred income and emphasizes the importance of consulting with professionals to optimize your financial situation.
Takeaways
• Tax advantage investing is important for retirement income that you cannot outlive.
• Consider different types of life insurance policies and their benefits for tax-free investing.
• Annuity investing can provide guaranteed income for retirement.
• Consult with professionals, such as CPAs and financial advisors, to optimize your financial situation.
• Understand the tax strategies and advantages of different investment options.
Sound Bites
• Tax free, tax free, two words that you should love when they're combined to equal tax free.
Sometimes it does make sense because of the tax-free element.
• The government does not tax life insurance death proceeds at all.
If you have any questions in general you can reach our office at:
Phone: 415-212-8189
Email: [email protected]
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)
Thank you for listening!
