Annuities are an important part of your personal safety net, especially if you have dependents or are looking forward to retirement. Thatcher-Kulwicki Insurance, a specilaist in protecting wealth will work with you to find annuity solutions for your individual situation. Access to many financially sound insurance companies provide the peace of mind necessary to insure that your retirement funds will be available for you and your family. To learn more about how you can use annuties to to secure your financial future simply call DAve at 419-749-2121, or fill out our quote form on line.
To learn more about our customized retirement plans using annuties, simply call Dave at 419-749-2121 fill out our no-obligation Quote Form on line.
Benefits of annuities:
- The money (IRA, Roth, 401K, 403B,etc.) in an annuity has the potential to create an additional source of retirement income that can supplement social security.
- During the accumulation phase the annuity can grow to accumulate money for your retirement.
- When you enter the income phase you have a broad range of options including a guaranteed income that you cannot out live.
- Money in your annuity can accumulate tax deferred. You don't have to pay taxes until you withdraw the money from your annuity. Any distribution may be subject to ordinary taxes, and if taken prior to age 59 1/2 , to a 10% federal tax penalty.
- The ability to designate who will receive the money in the event of your death. Primary and contingent beneficiaries.
- Organized distribution of accumulated wealth to surviving family members.
To learn more about our customized wealth protecting strategies, simply call Dave at 419-749-2121 or fill out our no-obligation Quote Form on line.