Tax-Deferred Annuities

Tax-deferred Annuities

Consider the advantages of an Annuity:

Privacy

·        Interest earnings are legally not reported on Federal and State Income Tax returns

·        Fewer people in your community will have knowledge of your account 

Bypass Probate

·        Your dollars will transfer immediately to your chosen beneficiary

·        You will avoid legal fees, court costs and considerable time delays 

Incontestability

·        Unlike a will, no one may contest your decision as to who will receive your dollars at the time of your death  

No current Federal or State Income Tax

·        Earn interest on your principal

·        Earn interest on your interest

·        Earn interest on those dollars you would have normally paid to the Federal and State Government

·        Why pay tax on interest income unnecessarily? 

Diversification

·        America's leading financial experts suggest that we do not put all our eggs in one basket  

Accessibility to your dollars

·        Free withdrawals

·        Ability to create a fixed monthly income you cannot outlive 

No Market Risk

·        Unlike stocks, bonds, mutual funds, limited partnerships and municipals that can fluctuate daily and put your principal at risks, annuities offer guarantee of principal and an interest rate guarantee for life

Guaranteed interest rate

·        You will never earn less than the rate guaranteed by your annuity

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