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BLOG, ARTICLES, & RESOURCES
Explore insightful articles, expert analysis, and timely updates on the latest trends and best practices in regards to retirement, social security planning, taxation, and risk management. Discover actionable steps and thought-provoking perspectives from The AFI Group's seasoned professionals and industry experts to help you maximize your family legacy.
Taxes in Retirement
3 Reasons Annuities Make Sense for Retirement Right Now
Annuities have been a hot commodity in recent years but can sometimes get a bad reputation. While annuities aren’t for everyone, there are situations where annuities may be the best option available, especially as you near retirement. Here’s three situations where annuities may work best.
1. You want to have guaranteed income for life*. A lot of annuities give the option for get guaranteed income until death. What’s more, these income levels don’t decrease from market volatility, so you won’t lose out on income as you age.
2. You want your assets for retirement protected from taxes**. Other retirement account options, such as a traditional 401(k) or IRA are nice in the beginning as they grow tax-deferred, but once you begin withdrawing that money, taxes start on it as well. If you aren’t planning on taking all your money out for at least a few years, an annuity may reduce your tax load in retirement.
3. You prefer safety in a retirement portfolio over risk. If you see the market’s volatility and get spooked, an annuity may be the answer. Annuities tend to even outperform bank certificates. So, if you’re not one to risk losing your money when you need it most, an annuity will guarantee you income for the long haul.
Still not sure an annuity is right for your financial future? Give us a call and we can help you make the right decision for your situation.
[1]
*Guarantees are based upon the claims paying ability of the issuing insurance company.
**Customers should consult a tax or legal advisor regarding their own situation.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Social Security
3 Reasons Annuities Make Sense for Retirement Right Now
Annuities have been a hot commodity in recent years but can sometimes get a bad reputation. While annuities aren’t for everyone, there are situations where annuities may be the best option available, especially as you near retirement. Here’s three situations where annuities may work best.
1. You want to have guaranteed income for life*. A lot of annuities give the option for get guaranteed income until death. What’s more, these income levels don’t decrease from market volatility, so you won’t lose out on income as you age.
2. You want your assets for retirement protected from taxes**. Other retirement account options, such as a traditional 401(k) or IRA are nice in the beginning as they grow tax-deferred, but once you begin withdrawing that money, taxes start on it as well. If you aren’t planning on taking all your money out for at least a few years, an annuity may reduce your tax load in retirement.
3. You prefer safety in a retirement portfolio over risk. If you see the market’s volatility and get spooked, an annuity may be the answer. Annuities tend to even outperform bank certificates. So, if you’re not one to risk losing your money when you need it most, an annuity will guarantee you income for the long haul.
Still not sure an annuity is right for your financial future? Give us a call and we can help you make the right decision for your situation.
[1]
*Guarantees are based upon the claims paying ability of the issuing insurance company.
**Customers should consult a tax or legal advisor regarding their own situation.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Estate Planning
3 Reasons Annuities Make Sense for Retirement Right Now
Annuities have been a hot commodity in recent years but can sometimes get a bad reputation. While annuities aren’t for everyone, there are situations where annuities may be the best option available, especially as you near retirement. Here’s three situations where annuities may work best.
1. You want to have guaranteed income for life*. A lot of annuities give the option for get guaranteed income until death. What’s more, these income levels don’t decrease from market volatility, so you won’t lose out on income as you age.
2. You want your assets for retirement protected from taxes**. Other retirement account options, such as a traditional 401(k) or IRA are nice in the beginning as they grow tax-deferred, but once you begin withdrawing that money, taxes start on it as well. If you aren’t planning on taking all your money out for at least a few years, an annuity may reduce your tax load in retirement.
3. You prefer safety in a retirement portfolio over risk. If you see the market’s volatility and get spooked, an annuity may be the answer. Annuities tend to even outperform bank certificates. So, if you’re not one to risk losing your money when you need it most, an annuity will guarantee you income for the long haul.
Still not sure an annuity is right for your financial future? Give us a call and we can help you make the right decision for your situation.
[1]
*Guarantees are based upon the claims paying ability of the issuing insurance company.
**Customers should consult a tax or legal advisor regarding their own situation.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Investment Strategies
3 Reasons Annuities Make Sense for Retirement Right Now
Annuities have been a hot commodity in recent years but can sometimes get a bad reputation. While annuities aren’t for everyone, there are situations where annuities may be the best option available, especially as you near retirement. Here’s three situations where annuities may work best.
1. You want to have guaranteed income for life*. A lot of annuities give the option for get guaranteed income until death. What’s more, these income levels don’t decrease from market volatility, so you won’t lose out on income as you age.
2. You want your assets for retirement protected from taxes**. Other retirement account options, such as a traditional 401(k) or IRA are nice in the beginning as they grow tax-deferred, but once you begin withdrawing that money, taxes start on it as well. If you aren’t planning on taking all your money out for at least a few years, an annuity may reduce your tax load in retirement.
3. You prefer safety in a retirement portfolio over risk. If you see the market’s volatility and get spooked, an annuity may be the answer. Annuities tend to even outperform bank certificates. So, if you’re not one to risk losing your money when you need it most, an annuity will guarantee you income for the long haul.
Still not sure an annuity is right for your financial future? Give us a call and we can help you make the right decision for your situation.
[1]
*Guarantees are based upon the claims paying ability of the issuing insurance company.
**Customers should consult a tax or legal advisor regarding their own situation.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Business Owners
3 Reasons Annuities Make Sense for Retirement Right Now
Annuities have been a hot commodity in recent years but can sometimes get a bad reputation. While annuities aren’t for everyone, there are situations where annuities may be the best option available, especially as you near retirement. Here’s three situations where annuities may work best.
1. You want to have guaranteed income for life*. A lot of annuities give the option for get guaranteed income until death. What’s more, these income levels don’t decrease from market volatility, so you won’t lose out on income as you age.
2. You want your assets for retirement protected from taxes**. Other retirement account options, such as a traditional 401(k) or IRA are nice in the beginning as they grow tax-deferred, but once you begin withdrawing that money, taxes start on it as well. If you aren’t planning on taking all your money out for at least a few years, an annuity may reduce your tax load in retirement.
3. You prefer safety in a retirement portfolio over risk. If you see the market’s volatility and get spooked, an annuity may be the answer. Annuities tend to even outperform bank certificates. So, if you’re not one to risk losing your money when you need it most, an annuity will guarantee you income for the long haul.
Still not sure an annuity is right for your financial future? Give us a call and we can help you make the right decision for your situation.
[1]
*Guarantees are based upon the claims paying ability of the issuing insurance company.
**Customers should consult a tax or legal advisor regarding their own situation.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
BLOGS & RESOURCES
3 Reasons Annuities Make Sense for Retirement Right Now
Annuities have been a hot commodity in recent years but can sometimes get a bad reputation. While annuities aren’t for everyone, there are situations where annuities may be the best option available, especially as you near retirement. Here’s three situations where annuities may work best.
1. You want to have guaranteed income for life*. A lot of annuities give the option for get guaranteed income until death. What’s more, these income levels don’t decrease from market volatility, so you won’t lose out on income as you age.
2. You want your assets for retirement protected from taxes**. Other retirement account options, such as a traditional 401(k) or IRA are nice in the beginning as they grow tax-deferred, but once you begin withdrawing that money, taxes start on it as well. If you aren’t planning on taking all your money out for at least a few years, an annuity may reduce your tax load in retirement.
3. You prefer safety in a retirement portfolio over risk. If you see the market’s volatility and get spooked, an annuity may be the answer. Annuities tend to even outperform bank certificates. So, if you’re not one to risk losing your money when you need it most, an annuity will guarantee you income for the long haul.
Still not sure an annuity is right for your financial future? Give us a call and we can help you make the right decision for your situation.
[1]
*Guarantees are based upon the claims paying ability of the issuing insurance company.
**Customers should consult a tax or legal advisor regarding their own situation.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.