_interview-with-tom-hegna-spia-sales-scenarios-retirement-planning.jpg "Interview with Tom Hegna - SPIA Sales Scenarios - Retirement Planning from irs interview Video Screenshot Preview")
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⏲ Duration: 9 min 0 sec
✓ Published: 22-May-2012
✓ Published: 22-May-2012
Description:
On Thursday's Show: Steve discusses more from Tom's new book, Paychecks and Play Checks, which you can order at thebiz@brokersalliance.com.Use of a Single Premium Immediate Annuity (SPIA) & Deferred Annuity VS Certificate of Deposit (CD) nThe SPIA & Deferred Annuity rates general outperform CD interest rates.nSPIA & Deferred Annuities purchased in tandem generate lower ordinary income tax exposure due to the tax deferral advantages of annuities. The increase in cash flow is signifi
On Thursday's Show: Steve discusses more from Tom's new book, Paychecks and Play Checks, which you can order at thebiz@brokersalliance.com.Use of a Single Premium Immediate Annuity (SPIA) & Deferred Annuity VS Certificate of Deposit (CD) nThe SPIA & Deferred Annuity rates general outperform CD interest rates.nSPIA & Deferred Annuities purchased in tandem generate lower ordinary income tax exposure due to the tax deferral advantages of annuities. The increase in cash flow is signifi
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