Creating Income Streams for Life

Are you looking for a professional to help you create a retirement income strategy, help protect your retirement savings, or answer your questions about fixed indexed annuities and the role they may play in your retirement strategy? Please complete this form and we will be glad to provide you with the contact information of one of our authorized representatives (a licensed insurance agent) in your area who will be happy to answer any questions you may have. There is no cost or obligation incurred by completing this form or talking with one of our agents.

By completing this form, you are granting permission for a member of Tobias Financial Solutions or the My Retirement Saving to follow up with you directly on your request. If desired, we will then connect you with an agent. Be assured, we will not provide your information to any of our agents without your expressed consent


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)

Review your Retirement Planning Options and Get Your Quote  

​View the videos below to find out more about your Retirement Plan Options


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