Gain Financial Security in Time for Retirement
Tax planning is an integral part of any investment management decision. When you prepare for the future, you should think ahead to retirement where your financial security is at risk. Here at Tax Deferred Benefits LLC, there is no such thing as “too late” if it means helping you attain financial freedom.
Financial Security Services
Fixed Annuities
The insurance company guarantees your principal and declares an interest payment for each year. Interest grows untaxed until withdrawn.
At the end of your accumulation period (10, 15 years, etc.) your contract terminates and you withdraw your funds in a lump sum.
You deposit a certain lump sum with the insurance company, and they agree to pay you an income for a certain time period, such as 10 years, 15 years, life, etc.
A combination of accumulation and distribution options in one contract, usually an income rider.
The principle is guaranteed hence eliminates future risk.
Fixed-Indexed Annuities
The insurance company guarantees your principal, and your interest earned is indexed to a market performing index such as the Standard and Poor’s 500 index or Dow industrial index, etc. Interest grows untaxed until withdrawn.
Your contract terminates after a defined number of years and you take your withdrawal.
You deposit a certain lump sum with the insurance company, and they agree to pay you an income for a certain time period, such as 10 years, 15 years, life, etc.