Six commonly asked questions about annuities during tax season

March 8, 2017 by Chris Conklin

It’s that time of year again: tax season. 

March is a great time of year to talk to your clients about the benefits of annuities. This is because they have been receiving 1099 forms in the mail over the last month — and seeing just how much tax they are paying on the interest in their investments. Many people are very interested in learning how they can reduce their tax bills going forward.

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Originally Posted at LifeHealthPro on March 2, 2017 by Chris Conklin.