The power of deferring taxation on non-qualified retirement plans allows the continued accumulation of gains. The delay of gains can have a significant impact on cash flow and the longer the deferral period, and it can also empower a client to pay ordinary income tax at their discretion. Nationally recognized product taxation expert Ken Davis, CLU, ChFC, CFP, CPA is interviewed in this video blog.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More