- Introduction
- Deferred and Immediate Annuities
- Payout Phase
- Alternate Annuity Product Features
- Individual Retirement Annuities
- Due Diligence
- Taxes
- Are Fixed Annuities for You?
- Summary
You should now have enough information to have an idea about whether a fixed annuity may be something that you should consider. Remember to review some of the main points that have been covered here as you move on to the next step: tax-deferral, long-term investing, the need for funds before and/or after retirement, and other alternatives for your money. A licensed representative can help explain your choices and may be able to help you choose the annuity that best suits your needs.
Investment and insurance products and services are offered through Osaic Institutions, INC. Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Osaic and The Milford Bank are not affiliated.
NOT A DEPOSIT | NOT FDIC INSURED | NOT GUARANTEED BY THE BANK |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY GO DOWN IN VALUE |