Annuity – Josh Lipka

joshua@annuitydesigns.com

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About Us

We are dedicated to providing you with real service, clear numbers, and thorough advice to help you make the right choice for your retirement.

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February 1, 2021 Annuity 0

Should You Dip into Retirement Savings?

Should You Dip into Retirement Savings? – MyRetireMent Home Should You Dip into Retirement Savings?

January 24, 2021 Annuity 0

Different Types of Annuities in a Retirement Income Plan

Annuity Types in a Retirement Income Plan Some people don’t know how they can save more for their retirement. The best way to do this is by introducing an annuity in your retirement income plan. Annuities can help you save from tax…

January 18, 2021 Annuity 0

How Annuities Can be a Good Addition to Retirement Investment

Whether you are near your retirement age or just starting your career, sometimes your savings, retirement plans, and finances may make you anxious. As a result, you start looking for the right lifetime income products in addition to your retirement…

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I am dedicated to providing you with real service, clear numbers, and trusted guidance to help you make the right choice for your retirement.

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We are a financial services firm helping clients prepare for retirement through the use of insurance and annuity products. The information presented here is not designed to be specific financial advice, always consult with a qualified financial professional before making a purchasing decision.

Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Annuity withdrawals are subject to ordinary income tax, and if taken before age 59-1/2 may incur an additional 10% federal penalty.

We are not affiliated with the Social Security Administration or any other governmental agency. We do not offer investment, tax or legal advice. Always consult with qualified investment and tax/legal advisors concerning your own situation.

We are a financial services firm helping clients prepare for retirement using insurance and annuity products and solutions. We are not affiliated with the Social Security Administration, Medicare, or any other government agency. We do not offer tax, legal, or estate planning services or advice. Always consult with your own qualified tax/legal advisors. Insurance and annuity solutions may not be suitable for everyone.
Insurance and annuity products involve fees and charges, including surrender penalties for early withdrawals. They include terms and restrictions and, in some cases, may require medical and/or financial underwriting to qualify. Additional riders may be added, which may entail additional costs. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Withdrawals are subject to ordinary income taxes, and if taken before age 59-1/2. May incur an additional 10% federal penalty. Product and feature availability may vary by state.
Fixed index annuities are not investments and have no participation in the markets. Potential interest is calculated periodically (usually annually on the annuity’s anniversary date) and is subject to limits called caps, spreads, and participation rates established by the issuing company. All rates are subject to change at the issuing company’s discretion.