ANNUITIES

 

You may make a lump-sum payment or a series of smaller payments to an insurance company in exchange for tax-deferred payments starting immediately or some time in the future.

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Based on your choice of start time and the period for payments, the company calculates the payments and the schedule. These terms are agreed upon in the contract.

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More in-depth information will be covered in my future blog posts or you may contact me or book an appointment.

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Additional information can also be found at www.sec.gov/answers/annuity.htm

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