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Tualatin Valley Chapter- Feb- Annuity Taxation
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Annuity Taxation

 Export to Your Calendar 2/12/2018
When: Monday, February 12, 2018
7:00 PM
Where: OATC Office
3075 S.E. Century Blvd. Suite 110
Hillsboro, Oregon  97123
United States
Presenter: John Lenz and Paonos Lampros
Contact: Jim Verrastro
971-801-8300


Online registration is available until: 2/14/2018
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Tax Deferred Annuity Overview.

Tax Treatment of Immediate Annuities

Tax Treatment of Deferred Income Annuities

Tax Treatment of Fixed Deferred Annuities and Fixed Indexed Annuities

Taxation of Variable Annuities 

 

Panos Lampros CLU, ChFC, CASL 

Financial Advisor

http://www.panosjlampros.com/

 

John Lenz, CLU, ChFC, CFP®

John Lenz

President/Owner

Lenz Financial Group

http://www.lenzfinancial.com/

 

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1/16/2018 » 1/20/2018
Lane County Meeting - IWIRE

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