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    Annuity Resources

    Article Resources to help CPAs learn about annuities and how to implement them effectively as part of their clients' personal financial plans
    Published on August 15, 2012

    Private Annuities as an Aid to Medicaid Eligibility

    Article ...Elder Planning practitioners, "How can I qualify for Medicaid?" For too many older adults, Medicaid is the only way to pay for long-term care. Learn about how private annuities factor into Medicaid eligibility
    Published on May 16, 2011

    Evaluating Existing Variable Annuities What Every Advisor Needs to Know

    Webcast In this webcast, the presenter will provide you with an understanding of: the importance of cash, surrender, death, and other values associated with an annuity
    Published on March 10, 2014

    Life and Death Tax Planning for Deferred Annuities

    Webcast As the use of annuities increases, particularly amongst baby boomers planning for retirement, professional advisors face more and more situations where they must properly report on and plan for annuity transactions
    Published on October 13, 2011

    Evaluating Existing Variable Annuities (Handout)

    Presentation The presenter will provide you with an understanding of: the importance of cash, surrender, death, and other values associated with an annuity
    Published on March 10, 2014

    CPA/PFS Perspectives on Using Annuities in Planning

    Audio During this web seminar, the panelists discuss the practical aspects of using annuities in the planning process. With uncertainty in the market and an increasing number of retiring clients, this topic needs to be better understood by CPA financial planners
    Published on August 24, 2012

    CPA/PFS Perspectives on Using Annuities in Planning

    Presentation During this web seminar, the panelists discuss the practical aspects of using annuities in the planning process. With uncertainty in the market and an increasing number of retiring clients, this topic needs to be better understood by CPA financial planners
    Published on August 24, 2012

    CPA/PFS Perspectives on Using Annuities in Planning - Audio

    Audio While other seminars cover the technical aspects of the topic, these panelists will discuss the topic’s implementation aspects.
    Published on May 08, 2013

    The CPAs Guide to Financial and Estate Planning Volume 2 - 2012

    Guide 2012 Update: Volume 2 of 4 of this publication covers life insurance, annuities, employee benefits, transfers includible in the estate at death, wills, and the marital deduction
    Published on September 09, 2012

    The CPAs Guide to Financial and Estate Planning Volume 2

    Guide Volume 2 of 4 of this publication covers life insurance, annuities, employee benefits, transfers includible in the estate at death, wills, and the marital deduction
    Published on November 23, 2011

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