For individuals ages 50 and older, an annuity provides excellent safety of principal and tax-deferred growth. Many annuities offer deposit bonuses ranging from 4 to 10 percent and generally yield higher rates of return than CDs.
But aren't annuities illiquid?
They used to be. Many annuities are now offering surrender and penalty-free annual withdrawals of 10%, giving retirees access to their money when needed.
Only the gains. No losses. A newer annuity available allows you to participate in the gains of the stock market without fear of loss of principal, called Equity Indexed Annuities. Call 619-564-4873 for details.
You should seriously consider investing in an annuity if you need:
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Steady growth in a conservative, safe environment |
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An investment vehicle to Roll your IRA or 401k into |
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Tax-deferred growth |
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Peace of mind — Your account value always moves forward, never back |
Call 619-564-4873 today for a FREE Financial Fitness Checkup.
When you fund an annuity through Huntley Wealth, you may be eligible for a Discounted Huntley Wealth of Memories DVD. See Plan Now DVD Discount for details.
Huntley Wealth and its representatives do not give tax advice. Information contained on this page simply reflects our understanding of the tax rules and regulations in effect at the time of publication. Please consult your personal tax advisor regarding annuity taxation as it applies to you. |
