ANNUTIY STRATEGIES

Annuity Taxation

Split Annuity

ANNUITY TAXATION

Factors to consider when choosing an Annuity

Aggregation Rule

Tax consequences of ownership changes

Who are the Parties to an annuity Contract?

Rule 72(t)

Frequently Asked Questions?

Feel free to contact us for a no obligation, no cost analysis of your investment portfolio . Our clients benefit from our counsel and process of customized service. We are not just selling a single investment or idea. DeSpenza Capital Management, LLC is proposing a serious investment process by which you can manage you money for a lifetime. Please contact us for a free Complimentary Consultation to discuss diversification opportunities for income, savings, and legacy .

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email: adespenza@despenza.com