Broker Check
11 Sept
Annuities & Beyond

Description

Discover the power of annuities for your retirement. Join us at our Fairhaven office to learn how an annuity can help you:

  • Secure lifetime income
  • Explore growth potential
  • Maximize tax benefits
  • Create a legacy for your loved ones

This seminar is geared toward people ages 55 and older.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing.  Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.  Variable annuities are subject to market risk and may lose value.

Date and Time

Wed, Sep 11, 2024

12:00p - 1:00p PST

Location

Momentum Financial Group

1609 12th Street
Bellingham , WA 98225
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PT1H

Event Registration

Will you be able to attend this event?