A Fixed Annuity is a product issued by an insurer that can provide a very secure, tax deferred investment. It can provide a guaranteed minimum interest rate, with no taxes due on any earnings until they are withdrawn from the account. Tax Deferred fixed annuities are designed to help accumulate money for retirement or to protect funds already saved once you’ve reached retirement. They can even be used to provide a legacy for your heirs. The work in a similar manner to CD’s, but your interest is not realized as taxable until the time that you withdraw funds.
We offer Fixed Annuities from several top rated Insurance Companies. We will search to find you the highest rate.
With the recent market volatility, a Fixed Annuity is a perfect way to reduce risk in your portfolio. We would be happy to discuss Fixed Annuities with you and show you some great rates!