“Many people do not fully understand how annuities are taxed,” explains Todd Hall, CFP, AEP, CAP, director of financial planning at Homrich Berg, in ThinkAdvisor’s latest Advisors’ Advice column. Read what clients misunderstand about annuity taxation here.
About Homrich Berg
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $9 billion for more than 2,000 family relationships nationwide.