A fixed annuity can help you accumulate tax-deferred earnings as part of your overall retirement plan. Annuities offer the opportunity for lifetime payments and tax-deferred earnings and provide a guaranteed death benefit for your beneficiaries. All guarantees are backed by the continued claims-paying ability of the issuing insurance company. You may want to consider investing in an annuity as part of your long-term financial strategy if:
- You're in a higher tax bracket and want to defer additional income.
- You've reached your deductible limit on all your retirement accounts and wish to save more for retirement.
Capstone Planning Solutions offers free consultations on Fixed Annuities so you can find the policy that works best for you.
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