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William B. Anderson
CFP®, ChFC |
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Annuities
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To request a
Complimentary Consultation to see if an Equity Index
Annuities is right for you. |
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Growth Potential of
Stock and Bond Investments
Then you might consider a variable annuity, which offers the investment
potential of stocks and bonds and allows you to defer paying taxes on
any earnings until you start making withdrawals — a feature that can
help your savings compound faster. A variable annuity also provides:
- A guaranteed death benefit, which guarantees your original
investment to your heirs. Some variable annuities also lock in your
account value every few years to preserve your annuity’s growth.
- Unlimited contribution limits for annuities not held in a
qualified plan, like a 401(k) plan or IRA.
- A fixed account, in case you need a portion of your assets
to earn a fixed rate of return.
- Tax-free transfers among your annuity’s investment
portfolios, which reduces your tax burden.
- Guaranteed income payments for as long as you live or for a
specific period of time.
If you’ve maxed out your 401(k) (or other plan at work) and your IRA,
and you still need to increase your retirement savings, a variable
annuity might be appropriate for you. Learn more about annuities, or
work with a financial
advisor who can help ensure that you will have enough
retirement income.
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