Annuities For Retirement

We understand that planning for retirement can feel overwhelming. There are lots of options to choose from, and they each come with their own upsides and downsides. Many people put it off and wait too long. However, whether you’re several years away from retirement, fast-approaching, or even already in retirement, we can help you.

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There are some options you may not even be aware of that could serve as an important part of your retirement strategy.

Using annuities for retirement could potentially allow you to gain a reasonable rate of return** through indexed interest. This is while also keeping your principal and interest guaranteed* safe, no matter what happens in the market. Ensuring you have the income you need to retire, regardless of how the market is doing, is our main priority.

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Annuities Vs. Typical Retirement Accounts

Let’s discuss how annuities, specifically fixed indexed annuities, differ from traditional retirement account options such as 401(k)s and IRA. A fixed indexed annuity (FIA) may offer a greater level of flexibility compared to a traditional retirement plan account. An FIA includes benefits such as:

  • Protection in the event of a stock market drop
  • No contribution limit
  • Your money grows tax-deferred, meaning you won’t pay taxes on it until you take it out
  • You can potentially “roll over” the money from your 401(k) or IRA into an FIA instead

Reach Out to Us

It’s important to make sure, based on your specific situation, that fixed indexed annuities for retirement are the right option for you. Reach out to us! If you reserve a spot at an educational seminar event, we can talk to you more about these products and others that may be of help to you. Additionally, we can walk you through different factors that impact your retirement. Or, if you want to discuss your own specific goals with us one-on-one, you could schedule a meeting, where we can talk with you and offer you guidance based on your personal needs and goals. We’re always here to help.

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