Joe Arsenault-Annuities Can Help Manage Risk and Taxation-Annuity News Now

When retiring clients move to a lower risk investment mix, annuities can help manage both the risk and taxation considerations.  It’s also important, when shifting gears to more fixed income planning, to consider timing and Social Security taxation as it relates to capital transactions involving their assets.

Shurwest Financial Group CPA Joe Arsenault discusses some of the tax, insurance and income stream benefits of an annuity for these clients.

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