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Category: Wealth Transfer

Read posts on GetYourAnnuity.com about Wealth Transfer in Florida & Texas.

Athene Annuity & Life Company

Athene Annuity & Life Company emerged from the collaborative vision of seasoned leaders: James Belardi, who steered SunAmerica Life Insurance Company and currently leads Athene Holding Ltd., along with Chip Gillis, former chief of Bear Stearns’ Insurance Solutions Group and past CEO of Athene Life Re Ltd., and Apollo Global Management. From its humble beginnings … Continue reading Athene Annuity & Life Company →

Get Your Annuity Annuity Brochure, Buyers Guide, Deferred Annuities, Fixed Annuities, Fixed Indexed Annuity (FIA), Flexible Premium Deferred Annuity, Gift Annuity, Guaranteed Lifetime Income, Indexed Annuities, Inflation Protection, Legacy Planning, Long-Term Care Planning, Longevity Risk, Market Risk, Multi-Year Guaranteed Annuity (MYGA), Retirement Planning, Single Premium Deferred Annuity, Tax Exposure, Tax-Deferred Retirement Plan, Wealth Transfer *** 5 Minutes

Optimizing Wealth Transfer: Strategies for Estate Planning Under Tax Reform

The federal estate tax exemption stands at an unprecedented high, but impending changes loom on the horizon. Enacted in 2017, the Tax Cuts and Jobs Act (TCJA) doubled the federal estate tax exemption from $5 million to $10 million, adjusted for inflation. As of 2023, the per-person federal estate tax exemption has soared to $12.92 … Continue reading Optimizing Wealth Transfer: Strategies for Estate Planning Under Tax Reform →

Get Your Annuity Estate Planning, Estate Tax Exemption, Federal Estate Tax, Federal Gift Tax, Florida Estate Tax, Florida Gift Tax, Gift Tax Exemption, Legacy Planning, Planned Gifts, Planned Giving, Spousal Lifetime Access Trust (SLAT), Tax Cuts and Jobs Act (TCJA), Tax Exposure, Texas Estate Tax, Texas Gift Tax, Wealth Transfer ****** 2 Minutes

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