Combining Tax-deferred Products Can Deliver Growth and Income

[Steve Savant]

A new resurgence of deferred-income annuity products is significantly impacting deferral and income retirement scenarios. And although the interest rate environment is low, mortality credits continue to play the biggest role in lifetime income distribution strategies with indexed annuity income riders, deferred income and single premium immediate annuities. Nationally recognized product taxation expert Ken Davis is interviewed on this episode of Let's Get Down to Business.

Combining tax-deferred products can deliver growth and income | New Tax-Reduction Strategies - YouTube