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ANNUITIES
Why should everyone have some if not all their liquid assets (mutual funds, stocks, bonds, CD’s, savings, etc.) in fixed annuities? 1.) Annuities are tax deferred thereby lowering your annual income taxes. Why pay income taxes on interest income that you don’t use. It just sits there and you pay the IRS. 2.) Annuities always increase in value on a daily basis. The stock market is a roller coaster ride where you make and lose money. 3.) Annuity companies are not allowed by law to file bankruptcy. This means you do not have to worry about losing your money. It is safe!! 4.) You can receive a lifetime income from an annuity that you cannot outlive. If done correctly, this money comes to you and then to your heirs, so you or your estate always get all your money back with interest. 5.) Annuities give you creditor protection. This means that the money in an annuity cannot be taken from you if you are sued or go into a nursing home. 6.) The annuity is an excellent way to leave your estate to your heirs with a guaranteed income for life instead of a lump sum protecting your children’s inheritance from lawsuits and divorce. 7.) Qualified funds can be placed in an annuity (401k, IRA, Keough, etc.).
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