Attention Investors Seeking Income
Have Your Cake and Eat it Too?
- Guaranteed to not have a penny less than what you started with.
A combination of annuities can be split between deferred and immediate to provide a “guaranteed” income and a “guaranteed” rate of interest allowing the investor to have the initial investment at the end of the period. This can be achieved in various durations and any amounts. Below are several round number examples. If you are curious about what your amount might look like click here to request a quote today.
*If utilized for “non-qualified” accounts (not a retirement account), there is an income tax exclusion ratio making most all of the income a return of basis making approximately 90% of the income over the five-year example non-taxable.
