The Best Investment for Long-Term Growth That Minimizes or Eliminates Future Taxes

Weekly Wednesday Wisdom Webinars August 23, 2023

Certified Elder Law Attorney and Certified Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm to register or give our office a call at 844-885-4200.

Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices.

In this week’s webinar, Attorney and Advisor Chris Berry of answers the below questions.

  • 2:02 If I invest in a Fixed Index Annuity, can I have my Asset Protection Trust as the owner? If I switch indexes does that start the five-year clock? If I move to another Fixed Indexed Annuity or investment, does that re-start the 5-year rule?
  • 6:50 How does an Income Rider work on FIA? Do you recommend them in some cases?
  • 11:18 We’re planning on setting up a trust for our grandchildren, what is the best investment for long-term growth that minimizes or eliminates future taxes?

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