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"Dear William" Q&A's

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William Morgan from Capital Management Group of the Carolinas opens the "mail-bag" to answer listener questions.  In this episode he discusses gift tax, IRA Distribution, inherited annuities, capital gains tax, Spousal Retirement Benefits and cheating husbands!  DISCLAIMER: We are registered to sell Insurance products in the following state: Florida, North Carolina, South Carolina, and Tennessee.  We are registered to sell Securities in the following states:  Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, New Jersey, New York, North Carolina, South Carolina, and Virginia.  This is not an offer or solicitation in any other state or jurisdiction. Securities and Investment Advisory Services Offered Through H. Beck,Inc., Member FINRA and SIPC. 6600 Rockledge Drive, 6th Floor Bethesda, MD 20817-1806  (301) 468-0100.  Capital Management Group of the Carolinas, Inc. and H. Beck, Inc. are not affiliated.

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