An Advisor’s Guide to Private Annuities

An Advisor’s Guide to Private Annuities

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This book may be the only complete collection of law and tactics on the use and misuse of private annuities. It is written for the professional advisor a€“ the attorney, accountant, financial planner, and others a€“ so it is necessarily more detailed than most lay-persons would find tolerable. To keep it readable, however, I present the information directly to the reader as end user, rather than switching back and forth from factual presentation to suggestions on how to present it to the client. As advisor, just draw the necessary inferences.Proposition 90 is a a€œlocal optiona€ law, so each county has the option of participating or not. This ability to ... Counties adopting A” Proposition 90 include Alameda, Los Angeles, Orange, San Diego, San Mateo, Santa Clara, and Ventura. You cananbsp;...

Title:An Advisor’s Guide to Private Annuities
Author:F. Bentley Mooney, Jr.
Publisher:AuthorHouse - 2011-06-23


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