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Cassie Jensen
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52648592601
Cassie Jensen is a Certified Public Accountant (CPA) specializing in retirement taxation and income planning. With deep expertise in the intersection of tax law and investment vehicles, she helps consumers navigate the complexities of decumulation strategies.
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Articles Written by Author
The Consumer’s Guide to Annuity Taxes: Managing Income & Brackets in Retirement
Manage your retirement income with this 2026 guide to annuity taxes. Learn the difference between Qualified & Non-Qualified annuities, the 59½ rule, LIFO vs. Annuitization, and how withdrawals can trigger the Social Security Tax Torpedo or Medicare IRMAA surcharges. Stop "bracket creep" and keep more of your money.
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Not Sure if an Annuity Is Right for You?
Select the annuity that fits your financial plan. No pressure, always transparent.