TAX DEFERRAL

Tax Deferral LAAM Partners Group

TAX DEFERRAL

One advantage that a fixed index annuity has over a mutual fund or a bank Certificate of Deposit (CD) is that earnings grow on a tax-deferred basis. This means you pay no income taxes until you withdraw money from the annuity. This is especially important when you buy your index annuity with personal savings (so-called after-tax or “non-qualified” funds). Index annuities can also be purchased using rollover funds, funds transferred from a tax-qualified plan (i.e. IRA), or with a lump sum distribution from a 401k or pension plan. There is no tax advantage.

America's Retirement Reality Check by Nancy Ellis and David Ellis

AFTER ALL, RETIREMENT IS THE LONGEST VACATION OF Y OUR LIFE.

The problem is 57% of American workers have saved less than $25k for retirment, and 28% have saved less than $1,000.

ARE YOU PLANNING FOR YOUR RETIREMENT LIKE YOU PLAN FOR VACATION?

There are solutions that will help you protect your life, your retirement, and your legacy.  

Take the fear and unknown out of the equation and put retirement securely within your reach.

ARE 
YOU
ON TRACK?