Tax Deferred Investments

Whether you're looking for tax-deferred investment, a guaranteed rate of return, or a guaranteed stream of income for life, we can provide advice pertaining to various annuity products and help acquire a suitable annuity for your needs. There are pros and cons to purchasing an annuity, and we can help you determine if an annuity product is a good fit for your objectives.

Tax Deferral

Certain annuity investments can provide tax deferred investment

10% IRS penalty may apply to withdrawals prior to age 59 ½.

Principal Protection

Looking for a guaranteed rate of return or downside protection?

Although it is possible to have guaranteed income for life with a fixed annuity, there is no assurance that this income will keep up with inflation. There is a surrender charge imposed generally during the first 5 to 7 years or during the rate guarantee period.

Lifetime Income

Concerned about outliving your retirement funds?

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