Planning a Secure Retirement: A Handbook

By Joe Latour

This document discusses general concepts for retirement planning, and is not intended to provide tax or legal advice. Individuals are urged to consult with their tax and legal professionals regarding these issues. This handbook should ensure that clients understand a) that annuities and some of their features have costs associated with them; b) that income received from annuities is taxable; and c) that annuities used to fund IRAs do not afford any additional measure of tax deferral for the IRA owner.

• Format: Paperback
• Language: English
• ISBN: 151231997X
• ISBN13: 9781512319972
• Release Date: May 2015
• Publisher: CreateSpace Independent Publishing Platform
• Length: 199 Pages
• Weight: 0.68 lbs.
• Dimensions: 8.5" x 0.5" x 5.5"