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The Story of Charlie and JC

Once upon a time, there was a young insurance agent named JC, a man in his prime, who decided to purchase a second home in the coastal town of Ocean Shores. Not long after moving in, an elderly neighbor named Charlie stopped by to introduce himself.

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Do You Have an Annuity Ticking Tax Time BOMB?

Annuities are classified as either “qualified” or “nonqualified”, and there is a big difference between the two when it comes to future planning. It is prudent to understand the classification of whether money is qualified or non-qualified when strategizing for retirement.

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