You can also check out this "Quick Reference Guide" in regards to what Charlie discusses in this article. Click here.
Broker World: Options for Decedent IRAs and Inherited NQ Money
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Financial Professional Content Blogposts
Broker World Article: Literal Language Versus Practical Language. The Client’s Perception Is Our Reality
Article is below. Remember, to click through the pages, use the arrows at the bottom of the document.
Webinar Recording: Estate Planning Series Part 1: Intro to Estate Planning
https://youtu.be/Jm3WRLPxCnI
Broker World Article: Life, This is Only My First Time
Remember, to navigate through the pages, just click the arrow at the bottom of the document.
2024’s Tax Numbers for Financial Planning
A great piece put out by Kaplan for you to use in 2024. Remember, to navigate to the second page, click the arrows at...
Video: Capital Loss Harvesting and General Taxation Knowledge
https://youtu.be/DKyu_s-wRRs
Video: 2024’s New Tax Brackets and Charlie’s Thoughts on Taxes
https://youtu.be/PzT-67sRAY0?si=7WZZGaZnBf2ovOWA
FL, KS, OR, TN, and WA Adopt Best Interest Training Requirements For Annuity Sales
As of this writing (12/05/2023), below is a list of states that have adopted the "Best Interest Standard" rule. What...
Estate Planning Ideas and Reasons to “Gift” Now
This article is meant to give just a couple of quick updates on gift and estate tax limits that have recently been...
Adding Potential Long-Term Care Costs to Retirement Planning
This is another great whitepaper by our good friend Heather Schreiber!!! To navigate the pages, click the arrows that...
Webinar Recording: What are “Linked Benefit Pruducts”, The Moving Parts, How to Design Them.
https://youtu.be/wGuP4t-tKmY
Video: MN, IL, IA Agents. You’re invited!!!!
https://youtu.be/t7BsdTKc2Hg For ILLINOIS Agents, CLICK HERE TO LEARN MORE AND TO REGISTER. For IOWA Agents, CLICK...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
