With all the recent attention from tax changes made by Congress recently, many of us are wondering how it will affect us. Here’s something you might find is useful. Just remember I’m not licensed or qualified to give tax advice so this is information only.
It comes from an insurance company called Athene. Technically, their full name is Athene Annuity and Life Company. They are my current company of choice when it comes to shifting some of your retirement reserves into a protected place.
Much of the money you have should be exposed to the markets so it will grow and be there in the future when you need it to pay bills. But in the meantime, you need a way to protect or insure yourself against a market crash. The insurance ‘policy’ or contract that I consider the best possible one on the market comes from Athene.
If you click on the ‘tax’ image just above, you can download a copy and save it somewhere as reference material.