How to minimize taxes when positioning a client’s funds into an annuity

CLICK HERE to learn more about the tax advantages of using the “Bundle Theory” with annuities.  The bundles provide you and your client the flexibility of moving some or all of their accounts if their financial goals change.  Plus, separating the money could keep the future values below the threshold for the Guaranty Association.  For more information on annuities from AgentLink, email us at annuity@agent-link.net.