Wes Tanner

Annuity Research and Design Specialist, Financial Independence Group

Through Capital Advisory Group's partnership with Financial Independence Group, Wes Tanner serves as an Annuity Research and Design Specialist.

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Latest Blog Post

Qualified Charitable Distributions to Reduce the RMD Tax Burden

January 25, 2023

When you started out saving for retirement, you may have contributed to an IRA or 401(k) through your employer. In addition, you heard that your contributions were tax-deferred, and you’d have to pay taxes when you reached your 70s....

Reducing Taxes on Investments

January 18, 2023

Achieving a comfortable retirement often comes down to investment performance and tax burden. However, it’s a tricky task to balance investment gains with a tax-minimization plan. If you expect your investments to perform well, you may...

The Roth IRA as a Tax Planning Tool

January 11, 2023

Taxes may be one of your biggest concerns when it comes to retirement. Whether you’re well into your retirement or just starting to think about it, taxes can be one of the main factors in maximizing your savings to stretch all the way...