Investment Info
Please tell us about your current investment profile.


Potential available funds to invest, rollover or transfer

Investment Goal:

Not yet in retirement, but looking for an additional tax-deferred financial vehicle to supplement 401k, 403b or IRA efforts.


Currently in retirement looking to convert a lump sum into a stream of lifetime income


Other


Types of Annuities

Immediate Annuity: Benefit payments begin very quickly, usually within one year of the time it is purchased

Deferred Annuity: A premium is payed to the insurance company which issues a contract promising to pay interest or gains made on the deposit while deferring the income and taxes until you begin to withdraw funds. There are 3 types of deferred annuities: (1) Fixed Deferred; (2) Equity-Indexed; (3) Variable

Annuity tip courtesy of:
The MIQ Learning Center

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