Tag: High Net Worth
Unlocking Annuity Potential & How Refinancing Could Boost Your Returns

Unlocking Annuity Potential & How Refinancing Could Boost Your Returns

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Could refinancing your annuity turbocharge its return by 50% while also topping up your retirement fund with bonuses you don’t have to pay back? 

Terry Wheeler dives into annuity refinancing strategies that are hard to ignore given today’s interest rate climate. If you’re curious about how your financial future could benefit, this conversation is for you.

Terry Wheeler discusses:

  • What refinancing an annuity involves and its potential benefits [00:00:49]
  • The economic environment making annuity upgrades viable [00:02:25]
  • Different types of annuities and eligibility for refinancing beginning at [00:03:29]
  • Financial implications, including cap rates and par rates [00:06:29]
  • The tax implications of refinancing through a 1035 exchange [00:13:32]
  • And so much more!

Connect with Terry Wheeler: 

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

FEATURE
Creative Tax Planning Strategies to Retain More of Your Wealth (Ep. 4)

Creative Tax Planning Strategies to Retain More of Your Wealth (Ep. 4)

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It’s not what you make, but what you keep that matters.

That’s exactly what tax planning is about — keeping more of your hard-earned wealth! However, you need to be proactive about it.

To learn how, listen to this informative podcast where Terry Wheeler, JD, CFP®, unravels the intricacies of tax planning. He shares a host of tax-saving strategies (both simple and advanced) to help you grow your wealth efficiently — so you can improve your retirement and give more to future generations.

Terry discusses: 

  • Tax implications of various investment categories and retirement accounts
  • How Roth conversions and 529 plans work (with caveats to keep in mind)
  • How to use life insurance strategically in tax planning and wealth transfer
  • Creative ways for business owners to reduce their taxes
  • And more

Connect with Terry Wheeler: 

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.