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Annuities

Retirement and Estate Planning

ANNUITIES
Annuities are tax-deferred savings vehicles with insurance-like properties. The two basic types are Fixed and Variable annuities.

Whether your goal is to secure your retirement, fund a college education, protect your home mortgage, or address a variety of other personal or business goals, annuities can be a very good option.

With unique benefits such as tax deferral and flexible pay out options, an annuity helps eliminate a fundamental concern: that of outliving your savings. Immediately or at retirement, you may elect to receive income payments monthly, quarterly, semiannually or annually, depending on your needs and preference. And the income you receive may be used for any number of personal financial needs, including rent utilities, mortgage, vacation travel, out-of-pocket healthcare expenses, etc.

No other product may offer you guaranteed income for life; and by providing steady income throughout retirement, the annuity may help your peace of mind.

Feel free to inquire to Jones & Associates, regarding your Annuity needs or interest.

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