Print this off and put it in your briefcase. This reference sheet will allow you to answer questions such as, "Can i...
Taxes Blogposts
Webinar Recording From 1/12/2023: Charlie’s Annuity, Life, and LTC Update
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?
https://youtu.be/T6oSJWKklrM
Webinar: Understanding the Form 1040 and Practical Tax Tips for Agents
https://youtu.be/EanhOzMCXVk
Client Webinar Recording: Addressing Long-Term Care Expenses in Retirement
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
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)
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
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…
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
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!!!
https://youtu.be/-35y7puOu1Y
GLWB Taxation (Written By Mystery Man)
A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...

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CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065