When Tax Deferral Backfires

from Wealth and Family Podcast · host Roy Sherman

This episode discusses the implications of using variable annuities as a wealth management tool, highlighting the hidden tax issues and long-term considerations. It emphasizes the importance of strategic planning and the impact of tax deferral on future financial flexibility.

Episode metadata supplied by the publisher feed · Published Apr 29, 2026

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When Tax Deferral Backfires

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This episode was published on April 29, 2026.

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