Speak with a Registered Agent: 1-866-223-2121

Speak with a Registered Agent: 1-866-223-2121

Variable Annuities Can Help You Save for Retirement


By

When saving for retirement, there are a few questions to ask yourself to see if a variable annuity is right for you.  Even though they have taken some hits in this bear market, TheStreet.com shared 6 scenarios where a variable annuity can be right for your retirement plans.

  • You’re looking towards the long-term and won’t need your money before you plan to retire
  • Any 401(k)’s or IRA’s that your company sponsors have been maximized with contributions
  • You are able to take advantage of the tax-deferral in regards to the investment growth; most important for those in a high tax bracket with six plus years to retirement
  • Securing your savings from court accessilbilty is important to you
  • You have a trusted financial advisor or believe that you can make appropriate market decisions with your finances
  • An emergency fund with available assets is at your ready

If these situations apply to you contact an expert to help you establish a variable annuity.

For more information about the product mentioned in this article contact us here:

Newest Blog Posts

Information Request Form

If you have questions or would like more information, please complete this form and a licensed professional will be happy to help.