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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Taxes Blogposts
Webinar Recording: Estate Planning Series Part 1: Intro to Estate Planning
https://youtu.be/Jm3WRLPxCnI
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
The IRS “Death Penalty”
Here is another one of Charlie's Broker World Columns. To navigate to the various pages, click the arrows at the...
Rollovers, Transfers, and 1035 Exchanges: Don’t Assume You Already Know
A client of mine calls me up and says, “my CPA says (oh boy, here we go) that I should have gotten a 1099R for my...
Video: Charlie’s Thoughts on David McKnight Annuity Video
Below is Charlie's video. Also, below that video is the David McKnight video that Charlie is referring to....
2023 Tax Reference Sheet
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
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
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....
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CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
