Inherited Annuities Can Be A Tax Time Bomb
October 22, 2015 by Wenatchee Business Journal (WA)
Lured by the promise of tax-deferred interest and returns backed by insurance companies, many savers over the last decade have invested large sums of non retirement funds in deferred annuities. In this rush to avoid taxes they may be passing a tax time bomb to their heirs.
The ultimate goal of good estate planning is to ensure that wealth gets transferred to the right people, at the right time, with a minimum of cost involved. Click HERE to read the article
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Originally Posted at InsuranceNewsNet on October 22, 2015 by Wenatchee Business Journal (WA).
Categories: Industry Articles