Is a fixed annuity appropriate for you?

Have you been frustrated by the lack of ability to earn what you perceive as a “fair” return on your money?  Remember the good old days when a passbook savings account earned more than 3-5%?  Those are now gone but rates have been moving up.

  • time “commitment” (many different terms)
  • Easy to understand, you earn your rate net of all fees
  • Tax deferred as it grows
  • Backed by the financial security of insurance provider(s)
  • 10% free withdrawal each year (would cover RMD)
  • Many different term and rate options (very similar to a CD) with a variety of carriers

Other information you might enjoy….