Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

TAN Wealth Management

Overview:- Today, we will learn about annuities and their purposes- Ways to fund an annuity- Annuity payout options- Fixed, variable, equity-indexed, immediate, and deferred annuities characteristics- Why do investors buy annuities- The best way to purchase an annuity- When you should not buy annuities- Be cautious of annuities with...- Common questions on annuities- How are annuities taxed- Additional 10% tax on early distribution rules- Exceptions to the early distribution rules- August 14, 1982- Non-natural person (like a corporation) owns an annuity- Questions to help you understand your annuity- How I use annuities with clients