With several proposed legislative changes to the current tax laws, most everyone agrees there are some significant changes on the horizon. The Made in America Tax Plan, the For the 99.5% Act, and the tax changes proposed during the election by the Biden Administration make for an environment of uncertainty, especially for high-net-worth individuals.
At the beginning of 2021, I went on a trip to Sedona, Arizona. Like everyone else, 2020 was a challenging year for me. In fact, it was one of the toughest years…
Before we get into the new fixed index-linked annuity (FILA) product, let’s cover a brief overview of the index- and securities-linked annuities that preceded the FILA category. The first generation of fixed…