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Tag Archive: annuity education from CPA

A CPA Explains Why There Is Confusion And Misinformation About Annuities

A CPA Explains Why There Is Confusion And Misinformation About Annuities

Written By: Larry Klein in Walnut Creek, CA I am a CPA (inactive), a retired financial advisor and active investor.  Before making any large financial decision (on behalf of a client or for my personal needs), I do a tremendous amount of research to ensure that no stones are left unturned.  Every time I research anything relating to annuities on Internet, I’m baffled by the tremendous amount of misinformation that is published online, so I am writing this brief article in an attempt to shed...

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