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