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Annuities

Shake it up and add a little variety to your life. It’s how you keep things interesting, right?

An annuity is an option to help plan for a steady cash flow during retirement. You’ll contribute money to the annuity (the type of annuity you have will depend on your situation) and then receive regular payments at the time of your choosing. Payments can be paid out in monthly, quarterly, annually, or in a lump sum. Money in an annuity grows tax-deferred and is then taxed when payments to you are made.

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If you think an Annuity is for you, then it’s time for us to chat.

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