Tag: Annuity Taxation

SPIA Commutations and Income Taxation Considerations

SPIA post issue management concerns are not often considered.  To most agents and individuals these contracts tend to be “fire and forget”.  Post issue management concerns are typically associated with SPIAs issued via the new business application process and not associated with SPIAs that are created via “supplemental” annuity contracts when one annuitizes an existing deferred annuity contract or life insurance policy.  Supplemental annuity contracts are altogether different animals when…

New Podcast Interview

David Macchia's Outstanding Advisor Podcast S01 E04 - Gary Mettler | Outstanding Advisor Podcast #004 >LISTEN HERE<