It is important to be aware of this potential tax strategy with protections that I call a “Partial Internal Roth Conversion Annuity (PIRCA)”. I believe it is better to have more tax choices with protections, as opposed to too few to no choices at all. A PIRCA, can allow you the option of converting various…
Truth on this money “F” word and “C” word is a must and why it matters! Even more so when looking for a financial advisor or financial planner. I am here to shed light out of love to help protect you from misleading information and help provide financial literacy.
The word “Fiduciary” is used…