Interview with Tom Hegna - Mortality Credits - Retirement Planning from irs interview Watch Video
Preview(s):
Gallery
Play Video: (Note: The default playback of the video is HD VERSION. If your browser is buffering the video slowly, please play the REGULAR MP4 VERSION or Open The Video below for better experience. Thank you!)
Description: Steve Savant interviews special guest Tom Hegna, CLU, ChFC, CASI, author of the #1 book on retirement, Paychecks & Play Checks on Amazon.com.nOn Tuesday's Show: Steve discusses more from Tom's new book, Paychecks and Play Checks, which you can order at thebiz@brokersalliance.com. Mortality credits can overcome poor interest rate crediting for those age 70 and older. nnTom features the exclusion ratio, the return of basis as a portion of the income from single premium immediate annuities (SPI
Play Video: (Note: The default playback of the video is HD VERSION. If your browser is buffering the video slowly, please play the REGULAR MP4 VERSION or Open The Video below for better experience. Thank you!)