First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...
Taxes Blogposts
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...
Whitepaper: Taxes and Annuities. How Annuities are Taxed
A good friend of mine and somebody that I lean on a lot is an advanced sales mastermind, and her name is Heather...
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...
Capital Gains Taxes of 43.4%??? Should I Sell My Stocks?
Two days ago I made the video you will see at the bottom of this post that verbally lays out what Bloomberg put out...
Brief History of Social Security
This is not meant to be a technical analysis of Social Security. This article is merely meant to give you a few...
Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!
https://youtu.be/-35y7puOu1Y
Whitepaper: 7 Practical Tips to Creating Tax-Efficient Retirement Income
Here is a great whitepaper with 7 tips on helping your clients create Tax-Efficient Retirement Income
You should be getting our emails! If not, register below...
Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com