WHAT DO YOU KNOW ABOUT YOUR ANNUITY
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
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
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