Annuities vs. Other Investments
Once purchased from an insurance company, your annuity will provide you guaranteed income for life. There are many choices when deciding on an annuity, though. A few facts to keep in mind:
Types of Annuities
Determining Whether Annuities are Right for You
Partner with a Tax Advisor and Start Planning for Retirement
Understanding the nuances with a retirement annuity and deciding which option is best for you can create confusion and uncertainty. It’s an important decision and you deserve clear answers to help you make the informed and educated choices that will help you maximize your lifetime income.
Working with an experienced tax advisor can get you the clear guidance and understanding you need. If you’re looking for answers to your annuity-related questions, contact Silver Tax Group today. Our tax advisors are ready to help you see the bigger picture of how an annuity fits into your overall investment plan and estate plan.
Give our team a call to speak with an expert about your overall investment strategy or for tax planning advice to minimize your future tax burden on potential retirement taxes.