_charitable-annuities-more-tax-advantaged-income.jpg "Charitable Annuities - More Tax Advantaged Income from ira rates Video Screenshot Preview")
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⏲ Duration: 16 min 12 sec
✓ Published: 27-Dec-2011
✓ Published: 27-Dec-2011
Description:
Steve’s special guest, Ken Davis, CLU, ChFC, CFP, CPA. Ken Davis is the former president of the Phoenix Chapter of the Society of CPAs and has taught continuing education for the Arizona Society of CPAs on life insurance and annuities.nnCharitable Gift Annuities (CGA)nHelping retirees help the less fortunatenIncreasing income using CGA’snLow interest rates on safe liquid assetsnLifetime guaranteed incomenTax benefits: Amortized basis, Partial deduction, Taxation of ProceedsnGifting appreciat
Steve’s special guest, Ken Davis, CLU, ChFC, CFP, CPA. Ken Davis is the former president of the Phoenix Chapter of the Society of CPAs and has taught continuing education for the Arizona Society of CPAs on life insurance and annuities.nnCharitable Gift Annuities (CGA)nHelping retirees help the less fortunatenIncreasing income using CGA’snLow interest rates on safe liquid assetsnLifetime guaranteed incomenTax benefits: Amortized basis, Partial deduction, Taxation of ProceedsnGifting appreciat
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