You have worked hard over the years to accumulate your nest egg. With the uncertainty of the market today interest rates the lowest in decades it now more important that ever to look for:
Safety
Security
Guarantees
Peace of Mind
Safely Invest understands concerns facing today's retirees and concerned investors. This is why we offer solutions and a complete portfolio of SAFE INVESTMENTS custom designed to suite your unique financial situation.
Let us demonstrate to you how we can help you achieve financial freedom and peace of mind.
Robert C. Keenan, President
Annuity Advantages
Tax-Deferred Growth
All annuity dollars are able to accumulate interest completely tax deferred. This means an individual can delay taxation of growth until the money is needed. Thus annuity owners are able to reduce their current taxes and can control the timing of the taxes in the future.
Triple Compounding
Because annuity owners do not pay current taxes on earnings, they are able to benefit from triple compounding - earning interest on their principal, interest on their interest and interest on the money that normally would be paid in taxes.
Guaranteed Lifetime Income
Annuities can provide the annuitant with a monthly income for as long as he or she lives - guaranteed. Furthermore, the guaranteed lifetime income can be continued to the beneficiary, or in some cases, a lump sum distribution option is available.
Higher Return (Increased Yield) on Safe Money
Historically, annuities have paid higher interest rates than other safe money investments of similar risk, such as money market funds, CDs and Treasury bills, etc.
Reduced Social Security Taxation
Interest earned in annuity accounts is not included to determine an individual's modified adjusted gross income, which is used to determine how much of an individual's Social Security benefits are subject to taxation. So by keeping assets in an annuity instead of another investment such as a CD, an individual can avoid increased taxation of their Social Security benefits.
Guaranteed Safety
With annuities, your principal is 100% safe and you are guaranteed to earn at least a minimum interest rate. There is no market risk and your account value is guaranteed to increase.
Avoid Probate
As long as the annuity owner designates a "named" beneficiary other than his or her estate, the beneficiary will receive the annuity dollars without the delay, expense and hassles of probate proceedings.
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