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Annuity Tax and Pension Planning

OnDemand Webinar (92 minutes)

Learn which annuity will be most beneficial to your client.Each person's needs are unique heading into retirement. Thus, there are different types of annuities from which you can choose. Annuities added to an overall retirement portfolio can provide a number of valuable benefits, including protected lifetime income. This topic will cover all the different types of annuities available along with case studies and examples.


James "Al" Hurt Jr., CLU,, Ballew Wealth Management


An Overview of Annuities

• Immediate Annuities

• Deferred Annuities

What Is Annuity Tax Deferral?

Tax-Free Rebalancing With Variable Annuity

Exclusion Ratio for Immediate Annuities

Turning Taxable Annuity Gains Into Tax-Free, Long-Term Care Benefits

• How Is This Done?

• What Should You Look for?

How to Create Lifetime Income With Flexibility

Avoiding the Torpedo Tax on Income Disbursements

When You Need to Separate 1099-R Statements and Why They Will Be Needed for Pension and Annuity Income

Retirement Plan and IRA Distributions

How Does the IRS Treat Distributions of After-Tax Dollars to Your Pension or Annuity?