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Tualatin Valley Chapter- Feb- Annuity Taxation
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Annuity Taxation

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

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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


John Lenz, CLU, ChFC, CFP®

John Lenz


Lenz Financial Group


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