{"product_id":"9781938130090","title":"The Annuity Advisor","description":"Every financial professional should read and refer to this completely updated annuity resource. Delivered in an authoritative, yet easy-to-read language, this guide provides an objective discussion of what annuities can and cannot do, their costs, and the risk management features that annuities offer. \u003cbr\u003eWhether you are an attorney, CPA, financial planner; anyone who advises clients regarding financial matters should read and refer to this completely updated annuity resource. Delivered in an authoritative yet easy-to-read language, this guide provides an objective discussion of what annuities can and cannot do, their costs, and the risk management features that annuities offer.\u003cbr\u003e\u003cb\u003e\u003ci\u003eThe Annuity Advisor, 2nd Edition\u003c\/i\u003e\u003c\/b\u003e discusses topics including:\u003cbr\u003e Cost-benefit comparison of the features and taxation of annuities \u003cbr\u003e Annuities as an investment versus risk management tool \u003cbr\u003e Taxation of annuities both during the owner's lifetime and after death \u003cbr\u003e The various features of annuities and their cost \u003cbr\u003e When an annuity is considered an investment versus a risk management tool \u003cbr\u003e Features and costs of index annuities \u003cbr\u003e When and when not to use trusts with annuities \u003cbr\u003e Annuities and estate planning \u003cbr\u003e Discussion of common arguments used both for and against annuities \u003cbr\u003e \u003cbr\u003e\u003cbr\u003eWhat's New in the 2nd Edition:\u003cbr\u003e\u003cbr\u003eUpdated Second Edition offers extended coverage on:\u003cbr\u003e\u003cbr\u003e Expanded analysis of the value of tax deferral in VAs \u003cbr\u003e A brand new chapter on \"longevity annuities\" \u003cbr\u003e New rules on Roth conversions of IRA annuities \u003cbr\u003e New rules on calculating RMDs for IRA annuities \u003cbr\u003e Updates on trusts as owners of annuities and transfers of annuities into trusts \u003cbr\u003e Expansion on taxation rules for partial versus full surrenders \u003cbr\u003e Updated for new IRS rules on partial 1035 exchanges \u003cbr\u003e\u003cbr\u003eAbout the Authors:\u003cbr\u003e\u003cbr\u003eJohn L. Olsen, CLU, ChFC, AEP is a financial and estate planner practicing in St. Louis County, MO. In addition to working with his own clients, John works with other advisors on advanced cases and product selection and offers independent consulting on financial planning software. He is also a highly sought-after speaker, having given presentations on financial, insurance, and estate planning, software selection, and other topics to many industry groups. \u003cbr\u003e\u003cbr\u003eMichael E. Kitces, MSFS, CFP���®, CLU, ChFC, RHU, REBC, CASL, is Director of Financial Planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland . In addition to the financial planning work he does on behalf of Pinnacle s clients, Michael is also a very active speaker, writer, and editor, works with other financial professionals on advanced financial planning topics, and is regularly interviewed by national consumer and trade publications on a broad variety of financial planning topics.","brand":"National Underwriter Company","offers":[{"title":"Default Title","offer_id":47184267149552,"sku":"9781938130090","price":57.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0737\/7593\/9824\/files\/9781938130090_p0.jpg?v=1763663234","url":"https:\/\/shop-qa.barnesandnoble.com\/products\/9781938130090","provider":"Barnes \u0026 Noble (DEV)","version":"1.0","type":"link"}