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Tax-Qualified or Non-Qualified… What does that mean exactly?

Tax-Qualified annuities are used in connection with tax-advantaged retirement plans, such as defined benefit pension plans, Section 403(b) retirement plans (TSAs), or IRAs. Premiums for qualified annuities are generally paid with pretax dollars, as are any investments...

Medicaid Compliant Annuity Planning with Qualified Accounts/IRAs

Funding a Medicaid Compliant Annuity (MCA) with a tax-qualified or IRA account can help your clients minimize tax consequences by spreading out the taxable income over several tax years as opposed to simply liquidating the account and paying all of the taxes in one...

Name on the Check Rule and In Marriage QDRO

What attendees said about the most recent WealthMerge Webinar… “Wow, Wow, Wow! Thank you for a great seminar.” -Attorney Harriet R. (actual email after webinar) We are pleased to have received so many emails and calls after our webinar, “Qualified Accounts, Name on...