Create Guaranteed Income for Life with an Annuity
AND...
Never Run Out of Money in Retirement or Worry About Going Back to Work
Don't let the fear of outliving your retirement savings keep you up at night.
If you're looking for an annuity, you may be able to find a cost-effective solution based on your retirement goals by comparing rates and contracts across multiple providers.
Answer these simple questions below to find out if an annuity is the best strategy for you.
Is an Annuity Right for You?
Find out if an annuity is right for you in under 30 seconds...
Annuities are NOT for everyone…
The main qualifications are that you should be between the ages of 50 to 75 with $100,000 or more in your retirement portfolio.
You should have enough liquid assets (cash) separate from the annuity to meet your foreseeable needs and any emergencies. It's for people who are serious about getting help to ensure they can achieve a financially secure retirement.
And finally, it's for people who are willing to take action to secure their retirement.
Key Components of Annuities
Guaranteed Income
An annuity is a contract between you and an insurance company, as part of this contract the company can guarantee you an income for a set period or the rest of your life
Longevity Planning
We are now living longer than expected due to advances in healthcare and technology. A lifetime annuity protects you from outliving your savings by guaranteeing you an income for the rest of your life
Tax Deferred Growth
You won't have to pay taxes on the interest and earnings until you start making withdrawals.
Death Benefit
In some cases, if you pass away before receiving all of your payments, your beneficiary will receive the remaining value of your annuity.
Predictable Investment Growth
The underlying value of your assets are protected from downside risks and typically will rise in line with the market or at a set rate for a specified period of time.
Frequently Asked Questions
What is an Annuity?
An annuity is an investment option that can provide a guaranteed income for an individual or their spouse throughout their retirement. They are purchased for a set period and payout a specific amount in retirement based on the investment strategy and amount invested.
Can you lose money in an Annuity?
Annuity owners can lose money in a variable annuity or index-linked annuities. However, owners can not lose money in an immediate annuity, fixed annuity, fixed index annuity, deferred income annuity, long-term care annuity, or Medicaid annuity.
What are the advantages of Annuities?
The two primary advantages are the ability to create a lifetime income stream and the protection and safety annuities offer.
Other advantages include: tax deferred growth, the death benefit, and unlimited contributions.
How do taxes work with Annuities?
You will pay no income taxes on the earnings from your annuity investments until you begin making withdrawals or receiving periodic payments.
Note that withdrawals prior to age 59½ may be subject to an additional 10% tax.
Secure Predictable Retirement Income With An Annuity
Copyright © 2023 Tax Free Wealth Plan
By providing the requested information and clicking “Submit”, I provide my signature expressly consenting to contact from Tax Free Wealth Plan or its subsidiaries, affiliates, or agents at the number I provided regarding products or services via live, automated or prerecorded telephone call, text message, or email, even if that telephone number is on a corporate, state, or national Do Not Call Registry. I understand that my telephone company may impose charges on me for these contacts, and I am not required to enter into this agreement as a condition of purchasing property, goods, or services. I understand that I can revoke this consent at any time. You do not have to agree to receive such calls or messages as a condition of getting any services from our partners or their affiliates. By communicating with us by phone, you consent to calls being recorded and monitored.
Disclaimer: The information provided on this website is intended for use by the general public and is not individualized to address any specific investment objective. It is not intended as investment or financial advice or as a recommendation to purchase a product. Taxfreewealthplan.com employees and representatives are not authorized to give tax or legal advice. You are encouraged to seek advice from your own tax or legal counsel. You should always consult your own financial planning, tax, and legal advisors to determine if an annuity is appropriate for your financial situation.
*All time and interest savings examples, wealth building examples and rates of return on this site are strictly hypothetical. Individual time and interest savings amounts and wealth-building possibilities are subject to individual qualification. Individual qualification required. No Financial Advice or recommendations have been made as a part of this site.
This site is not part of the FACEBOOK website or FACEBOOK Inc. Additionally, this site is NOT endorsed by FACEBOOK in any way.
FACEBOOK is a trademark of FACEBOOK, Inc.
