Clarifying the Complex from Nationwide

Shawn Britt stops by to discuss her thoughts on having quality long-term care conversations with clients. She also talks about how you can create an income stream with LTC.

Tom Duncan joins to cover the recent IRS Private Letter Ruling on nonqualified deferred annuities.

Tom Duncan is back to help define financial wellness and how to put yourself or your clients into a position where they can start planning for the future and thinking about the legacy that they want to leave.

In part two of our series on immediate annuities, Tom Duncan joins to talk about additional income tax rules for beneficiaries of nonqualified immediate annuities, estate and gift tax implications, and funding nonqualified immediate annuities via partial exchanges.

Desiree Buckner joins to answer some common questions the ACG often gets about immediate annuities. These questions focus on income taxation rules of nonqualified immediate annuities and IRAs, the 10% tax on pre-59 1/2 distributions, and the inheritance rules for beneficiaries of nonqualified annuities.

Allison Hoyt of the ACG talks about executive bonus plans, what a REBA is and how they can benefit your business owner clients and their employees. She also diagnoses a hypothetical scenario where executive bonus plans can be considered.

Ken Boothe of the ACG completes his countdown of ten big annuity mistakes. In this second part, Ken talks about surrender charges and the importance of reading the annuity contract.

Ryan Patton of the Advanced Consulting Group checks in to discuss qualified opportunity zones, the funds that invest in them and the tax law change that opened up this new opportunity.

Allison Anne Hoyt of the Nationwide ACG makes her podcast debut to discuss asset protection planning, creditors and federal bankruptcy law.

Desiree Buckner of Nationwide's Advanced Consulting Group joins to discuss the bypass trust and funding it with a nonqualified deferred annuity.