Jack and Lisa had planned well for their retirement. However, now Jack and Lisa were looking further in the future, trying to plan how they could use their investments to help their five grandchildren who were only in diapers. Currently, their children would owe income taxes on the annuities they were set to inherit undermining their overall value. If Jack and Lisa were able reinvest their annuities, they would be able to avoid many of the tax penalties their children would incur in the future. Read More