Annie J Castro, CLU, LUTCF, RICP, CLTC
Financial Services Professional
<p>Annie Castro</p>
Contact Us
Annie J Castro, CLU, LUTCF, RICP, CLTC
Financial Services Professional
<p>Annie Castro</p>
Contact Us
Calculators
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Spending Habits
How much am I spending?
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Annuity Tax Advantages
What are the tax advantages of an annuity?
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Savings in Retirement
I'm retired, how long will my savings last?
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Retirement Income and 401(k)
How much retirement income might my 401(k) provide?
Newsletters
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Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.