Annuities for Small Business Owners

Topic

Retirement Savings and Income Planning

Program ID

291136

Hours

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

With the passage of the SECURE Act, annuities are once again front and center for individuals looking to convert accumulations into income. Yet many planners overlook annuities when planning for small businesses owners and entities as only individuals can benefit from tax deferral since 1987. But is this the entire story?

Learning Objectives

This course explores annuity strategies that can benefit the unique needs and goals of entrepreneurs while optimizing tax benefits and how today’s financial technology (FINTECH) can support this planning. It is intended for an audience with an intermediate understanding of business entity and annuity taxation.