Advanced Income and Wealth Management Strategies
Sponsored by Lincoln Financial Group
Join us for an examination of under-utilized strategies available to clients, specifically named within certain portions of the IRS tax code, that enable annuities to be applied in ways beyond traditional tax-deferral. The conversation will include strategies that deliver tax-efficient income, multi-generational wealth transfer, and the ability for advisors to deepen relationships with both clients and their heirs.
Join us for an examination of under-utilized strategies available to clients, specifically named within certain portions of the IRS tax code, that enable annuities to be applied in ways beyond traditional tax-deferral. The conversation will include strategies that deliver tax-efficient income, multi-generational wealth transfer, and the ability for advisors to deepen relationships with both clients and their heirs.