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Is an annuity right for you? How do annuities work? Why should you deposit your assets into an annuity instead of a mutual fund or ETF?
There are annuities that provide an upfront bonus, and you can use that money to provide lifetime income! An annuity is the only product available that will guarantee an income for your entire life. Many have low fees, and all will grow tax-deferred.
Consider the benefits of a well-structured annuity for a portion of your retirement income. Complete this form to schedule a free consultation with a Trajan Wealth Fiduciary Advisor.
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What Are the Benefits of a Well-Structured Annuity?
Here are just a few:
Tax Deferred
Unlike CD's and savings accounts, annuities grow tax-deferred for potential savings.
Inheritance
You won't forfeit the principle. Your beneficiaries can inherit your principal when you pass.
Low Fees
The majority of annuities that Trajan Wealth uses have fees of 1% or less per year.
Protection
Purchasers are protected against market losses and guaranteed a minimum monthly payment.
We Specialize In Custom Retirement Income Plans.
Today’s longer retirement comes with a number of inherent risks that we have to consider. That includes rising health care costs, inflation, and higher taxes. Plus concerns about an increasingly unpredictable global market and future of the Social Security program.
The only good retirement plan is one that protects and provides for you for the rest of your life, and in order to do that, your plan must mitigate these risks. Clients are often seeking guidance on an array of financial risks, including experiencing protection against investment losses and how to guarantee sufficient income to meet rising costs.
You just need to create a plan based on your personal goals, assets, and expenses that also takes into account all of the potential risks of a long retirement. And here’s good news: We can do exactly that.
Trusted Fiduciary Advice Since 2012
Trajan Wealth advisors are fiduciaries and not dually registered brokers with a 2nd agenda to make sales. That means we put clients’ best interests first always. We’ve helped thousands of clients and we can help you too.