Annuity Planning For Georgia 

Be confident knowing you’ll have protected growth for your future income and reliable monthly income for the rest of your life, with protected lifetime income that an annuity can provide. Design your own personal pension.

One of the key advantages of annuities is that they are offered by life insurance companies and can offer protection and guarantees not generally found in other products.

Millions of Americans will retire without knowing whether they will have enough money to cover their expenses.

“We didn’t want to run out of money in retirement. By adding protected monthly income to our retirement plan, we feel more confident that we won’t outlive our income.”

Common statement from clients.

Retirement Income Annuities 

An annuity is a financial product that can offer tax-advantaged options to protect or grow your initial investment while providing protected income in retirement. With an annuity to provide a steady foundation of income safe from market volatility, you’re free to do more of what you love during your retirement years.

Annuities have a rich history dating back to Ancient Rome. In fact, millions of Americans currently use annuities to help their retirement savings grow and to create protected income that can help cover essential expenses and contribute to a more enjoyable retirement.

Annuities can be an important part of a diversified retirement portfolio because they can ensure that your retirement income is protected even when there are downturns in the market. So no matter how your other retirement investments perform, annuities can provide you with a source of protected lifetime income that few other financial products can offer.

In its simplest terms, an annuity is a contract between an individual (or married couple) and a life insurance company. You can purchase an annuity with a portion of your retirement savings in either a single payment or with multiple payments, depending on the type of annuity. You can also fund an annuity with a rollover from your existing IRA or 401(k).

Once you own an annuity, any growth in your account may be on a tax-deferred basis while you continue to have control of your money, as needed. You choose how your money is invested. When you and your financial professional decide the time is right, you can begin taking income payments. 

 

Contact Retire Wise LLC

Contact our team today for help with your annuity, or to talk over your options to decide what is best for you. Call our experienced team in Atlanta, GA today to talk about and grow your investments!