Roth IRA Rules Believe it or not, a Roth IRA is an excellent way to save your money for your retirement years. This saving account allows your investment to grow tax-free. A Roth IRA is similar to a Traditional IRA, however, the…
10 Roth IRA Rules to Know tn 2020 A Roth IRA can be an incredible source of money when you are retired. Like traditional IRAs, it allows you to have an entirely tax-free savings account. There is an added advantage of…
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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.
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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.
