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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)
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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