Annuities, Investments, and Taxes, oh my!

WDTV News Segment Beacon Wealth Management Solutions 4 Financial Independence with John T. Halterman. I have an annuity and I want to roll it over to an investment for growth. Will I have to pay taxes this change?

IRA Distributions Count As Earned Income

Manage Tax Burden

Cash Out Pension

You Flipped the Script

Let’s Have a Conversation
Request Your 15 Minute Discovery Call Today!

Just like you don’t trust just anyone with your savings, we can’t help everyone that wants to work with us. In this call, we’ll make sure we are a good fit for one another.

Let's Talk Request a 15 min discovery call to See If we can help

Or call us anytime: (304) 626-3900

Who We Are

What We Do

Tools & Resources

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE, KY, CA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Digital Growth & Marketing Coach – SurePath Digital