The truth about annuities & Taxes
Live Webinar
Learn how annuities and tax & retirement income strategies may work together to help protect your savings, create lifetime income, and reduce common retirement risks
Register For The Webinar
Wed, Oct 28th 6:07 PM CST
Registration is NO COST for this
breakthrough ONLINE event!
About The Webinar
Join this live, educational webinar with Troy Frazier to learn why annuities exist, how taxes impact retirement income, and how to evaluate whether an annuity may fit into your overall retirement tax and income plan.
During this webinar you will discover:
The 3 key pieces of a successful retirement plan
6 common risks that can impact your retirement savings
How the major types of annuities work and how they differ
The truth behind 5 common annuity misconceptions
3 important questions to ask before considering an annuity
Presented By Troy Frazier
Troy Frazier has spent more than 25 years helping people plan for retirement income. He began his financial career at a large global bank before opening his own firm in Plano, Texas. His approach comes from his grandmother’s Thanksgiving puzzles. You can’t put 10,000 pieces together without the picture on the box. So instead of starting with investments, Troy starts with where you want to end up. Then he works backward through income, investments, taxes, healthcare, and legacy. His job is to make complicated decisions plain enough that you can make them yourself. Troy grew up in Dayton, Ohio, and lives in Prosper, Texas. He and his wife, Angela, have three children, two grown and one still at home.
When?
One Day Only!
Wed, Oct 28th 6:07 PM CST
Where?
Join us from the comfort of your couch.
View on your computer, tablet, or phone!
Registration is FREE for this exclusive ONLINE event
Learn how annuities, taxes, and retirement income strategies may work together to help protect your savings, create lifetime income, and reduce common retirement risks
Sign Up Today to Reserve Your Spot!
The truth about annuities & taxes
[LIVE WEBINAR]
During this class, discover:
Why annuities exist—and how taxes impact them
Annuities were designed to provide protected assets and dependable income, but their tax treatment can significantly impact long-term outcomes. Learn how tax deferral, withdrawals, and income payments may affect your retirement strategy.
How different annuities work within a tax and income strategy
Not all annuities are the same. Learn the differences between immediate, fixed, fixed indexed, registered index-linked, and variable annuities—and how each may be treated differently from a tax and income perspective.
The truth behind five common annuity misconceptions
Are annuities tax-free? Do you lose control of your money? Are they only for income? Are they always expensive? What happens to taxes when income begins? We will examine these common concerns so you can separate myths from how annuities actually function.
How Taxes, Income, and Annuities Can Work Together in Retirement
Retirement income decisions do not happen in isolation. Withdrawals, Social Security, RMDs, and annuity income can all interact in ways that may affect your tax bracket and long-term income strategy. Learn how to coordinate these elements more effectively.
How to Determine Whether an Annuity May Fit Your Retirement Tax and Income Plan
An annuity should not be selected based on a single feature. Learn how to evaluate your income needs, tax situation, and retirement goals to determine whether an annuity may play a role in your overall plan.
These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!
During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors are going to fix retirement.
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