Review your Retirement Planning Options and Get Your Quote
View the videos below to find out more about your Retirement Plan Options
Tobias Financial Solution s
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Annuity Bootcamp _Learn about different types of Annuities and their benefits
Immediate Annuities - Immediate annuities (sometimes called income or payout annuities), are pretty straightforward - basically a mirror image of a life insurance policy.
Indexed Annuities - An indexed annuity is a special class of annuities that yields returns on contributions based on a specified equity-based index.
5 Retirement Time Bombs (watch 1st)
Retirement Money Max (watch 2nd)
Stretch IRA Plus (ages 70 1/2 & older) (watch 3rd)
Roth Conversion - A Roth conversion occurs when you take savings from a Traditional IRA or employer-sponsored retirement plan — such as a 401(k), 403(b), or governmental 457(b) — and convert them to a Roth IRA.
Stretch IRA - A "stretch" IRA gets its nickname literally. It's an inherited individual retirement account whose beneficiary is eligible to "stretch" the required minimum distributions over a longer period of time-based on his own life expectancy
Split Annuity - A type of annuity that uses a portion of the principal to fund immediate monthly payments and then saves the remaining portion to fund a deferred annuity. The two funding methods let the annuity holder receive dependable income and simultaneously save for future needs.
Split Annuity With Income Rider - Can provide income for life (based on client's age)