Taxes Blogposts

2023 Tax Reference Sheet

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 1, 2023 | News, Taxes | 0 Comments

Print this off and put it in your briefcase. This reference sheet will allow you to answer questions such as, "Can i...

Webinar Recording From 1/12/2023: Charlie’s Annuity, Life, and LTC Update

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 5, 2023 | Annuities, Life Insurance, Long-Term Care, MYGAs and Traditional Fixed Annuities, News, Taxes, Webinar Recordings, Whole Life | 0 Comments

You don't want to miss this one! The Recording is below. The industry has been changing at an unprecedented pace over...

Video: Are LTC Premiums Deductible For Businesses?

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 2, 2023 | Financial Professional Content, Hybrid LTC Products, Long-Term Care, Taxes, Videos | 0 Comments

https://youtu.be/T6oSJWKklrM

Webinar: Understanding the Form 1040 and Practical Tax Tips for Agents

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Financial Professional Content, Taxes, Videos, Webinar Recordings | 0 Comments

https://youtu.be/EanhOzMCXVk

Client Webinar Recording: Addressing Long-Term Care Expenses in Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2022 | Annuities, Estate Planning, Financial Professional Content, Hybrid LTC Products, Life Insurance, Long-Term Care, Standalone-Traditional LTCI, Taxes, Videos, Webinar Recordings | 0 Comments

This was a nationwide webinar that Charlie did for the clients of CG Financial Group's agents....

Video: Real Estate Taxation and the Overall Impact

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 15, 2022 | Financial Professional Content, Taxes, Videos | 0 Comments

Below is five-minute video that discusses a case I had recently where I discussed the tax treatment of a home sale and...

Video: Ex-Spousal Social Security Benefits (Soundbite)

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2022 | Annuities (Consumer), Consumer Content, Financial Professional Content, Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security, Social Security (Consumer), Taxes, Videos | 0 Comments

Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...

Roth IRAs: The Basics and Not-So-Basics

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 18, 2022 | Consumer Content, Financial Professional Content, Long-Term Care (Consumer), Retirement (Consumer), Taxes | 0 Comments

With the tax increases that will almost inevitably happen, the entire world is talking about Roth IRA‘s. ...

The Long-Term Care Option You Never Heard Of…

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 12, 2022 | Annuities (Consumer), Consumer Content, Economic (Consumer), Financial Professional Content, Life Insurance (Consumer), Long-Term Care, Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer), Taxes | 0 Comments

First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...

5 Tax Considerations Before January 1

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Consumer Content, Financial Professional Content, Retirement (Consumer), Taxes | 0 Comments

It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of...

Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 4, 2021 | Behavioral Finance, Estate Planning, Financial Professional Content, GLWBs (Annuity), GUL and Fixed Life, Indexed Annuities, Indexed Universal Life, Marketing and Prospecting, Motivational, MYGAs and Traditional Fixed Annuities, Practice Management, Presentation Skills, Regulations, SPIAs & DIAs, Taxes, Technology, Term Life, Variable Annuities, Variable Universal Life, Videos, Webinar Recordings, Whole Life | 0 Comments

https://youtu.be/-35y7puOu1Y

GLWB Taxation (Written By Mystery Man)

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 23, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, SPIAs & DIAs, Taxes, Whitepapers | 0 Comments

A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...

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Taxes Blogposts

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