Annuities

retired coupleTo schedule an appointment call us 813-600-3268

An annuity is a contract between an investor and a life insurance company that allows the investor to save money for retirement.  Annuities can provide a lump sum payment or periodic payments at specified intervals, usually after retirement.

Annuities may be issued in connection with qualified retirement plans or arrangements (qualified annuities) or issued as a non-qualified annuity.  All annuities receive tax deferral on the earnings.  Qualified annuities receive additional tax advantages as a result of the qualified plan or arrangement for which they are purchased.  Purchasing an annuity as an investment vehicle for a qualified retirement plan or arrangement does not provide any additional tax advantage beyond that already available through the qualified plan or arrangement.

Annuities Include:

403(b)

403(b) Roth

457(b)

Traditional IRA

Roth IRA

Non-qualified

To schedule an appointment call us 813-600-3268