WHAT DO YOU KNOW ABOUT YOUR ANNUITY

PROS       

  • Principal Guaranteed;

  • Earnings Guaranteed;

  • Provides penalty-free withdrawals;

  • Inexhaustible lifetime guaranteed;

  • Income can pass to a spouse;

  • Tax-Deferred during growth years;

  • Passes to beneficiaries on death without probate;

  • Ability to spread taxes when income option is exercised ;

 

 

  • Misleading Rider FEES

  • Liquidity restrictions;

  • Surrender penalties;

  • Tax-deferred time BOMB;

  • A Variable annuity is subject to ma market risks

  • Up to 4% annual fees

  • A Beneficiary may pay up to 35% in taxes

CONS

SERVICES PROVIDED

Let us evaluate your annuity to see if you have options!

Free Annuity Review

Explanation of benefits and fees.

Arbitrage your annuity.

Exchange, trade or convert it to a better position.

See how it can provide tax-free income.

Opt for much larger earnings without risk.

Remove the taxable growth for you and your heirs.

Transfer your Annuity, IRA or 401k into a tax-free option.

See how it can provide up to triple the value for long-term care if needed.

 

Complimentary Income Analysis With EReview

Michael J Eberhardt -
SOCIAL SECURITY & RETIREMENT INCOME SPECIALIST

Presented by Michael J Eberhardt, a Social Security and Retirement Income Planning Specialist and President of the East Valley Chapter of SOFA, a Non-Profit Public Service Organization.

© 2017 by Michael J Eberhardt

President of The East Valley Chapter of SOFA    480-726-8805