Advanced Planning: A strategy for reducing taxes when inheriting an annuity

<p>Other topics with Alison Reiff-Martin </p> <ul><li>Preparing for the September 15th quarterly tax deadline</li> </ul> <p>Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)</p> <p> </p> <p>Powered by Stone Hill Wealth Management</p> <p> </p> <p> </p>