December 2014 - Phillip Roy Financial Services

Don’t Die With an Annuity! – Phil W.

Subject: Don’t die with an Annuity Case Study # 1 Recently John S. died with an annuity worth $417,000. His initial investment was $305,000. The money went to his trust. The ordinary income taxes were over $64,000! 40% OF THE PROFIT! Yet it’s so easy to fix this tax monster. If you have an annuity […]