Whitepapers Blogposts
Required Minimum Distribution Reference Guide
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
IRA Beneficiary Distribution Guide and Cheat Sheet
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
Whitepaper: Annuity Taxation
Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...
Social Security Analysis: Layering Versus Bucketing
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
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...
Structured Annuities: How The Watch Is Built
Here is a video explaining the method to the madness of "Structured Annuities". Ignore the numbers as Charlie merely...
Indexed Products: How The Watch Is Built
First off, if you like this whitepaper, feel free to register for our "Agent Portal" that has a couple hundred videos,...
What your clients want to know
Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.
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: Women and Social Security
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
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
