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Tag Archive: annuity advisor rocklin CA

3 Steps to Having a Stress Free Retirement

James D. Kersey

James D. Kersey | February 19, 2014 |

Recently I found myself trying desperately to catch my connecting flight on the way home from a business trip, just to find out that I had just missed the flight by only about 15 minutes. Being in the airport for about a six hour layover I saw a picture of a magazine cover with Dr. Oz on it. It was titled “The Good Life”. It brought to my mind the title of a book I had recently been reading entitled “Stress Free Retirement”. Throughout my...

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Will I Pay Taxes If I Exchange My Annuity For A Better One?

James D. Kersey

James D. Kersey | December 19, 2013 | , , ,

In my 33 year career, my clients have always been inquisitive of the tax consequences of moving money from one account to another. As we review current and prospective clients’ annuity contracts and they come to realize that there may be a better solution, they all seem to want to know the answer to that all important question of “Will I pay taxes if I exchange my annuity for a better one?” My answer is always the same: “No!”  Even though the IRS always seems...

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