1100 13th Street, NW, Suite 1000Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Staton Financial Group
Scott Staton is the founder and president of Oklahoma-based Staton Financial Group (www.statonfinancialgroup.com). He is an Investment Adviser Representative and received his Retirement Income Certified Professional designation from The American College. He holds a license for life, health and accident insurance in Oklahoma, Texas, Iowa, Kansas and Arkansas, as well as a FINRA Series 65 registration in Oklahoma. Scott has a bachelor's degree from the University of Oklahoma.
It's no secret that annuities can be complicated, so before you consider one, acquaint yourself with the fundamentals.
See More From: Building Wealth
Givers and getters can benefit from this charitable giving tax strategy by donating their RMDs, but there are several rules that you need to follow.