by Sisan » Mon Dec 10, 2012 07:27 am
A 401k plan is an employer-sponsored retirement plan that allows you to save money for retirement while deferring income taxes on the savings until the time of withdrawal. Investments typically consist of mutual funds focusing on stocks (including, perhaps, your company’s stock), bonds, and money market funds or stable value investments.
An Individual Retirement Account (IRA) also allows you to save money for retirement in tax advantaged way. An IRA is similar to a 401k, but an IRA can be set up without the help of an employer.
Rolling your 401k or IRA into an Annuity gives you a continued tax shelter, while permitting you a huge range of index options, guarantee of principle options, and living and death benefits that can protect you and/or your family whether the stock and bond markets go up or down.
An Individual Retirement Account (IRA) also allows you to save money for retirement in tax advantaged way. An IRA is similar to a 401k, but an IRA can be set up without the help of an employer.
Rolling your 401k or IRA into an Annuity gives you a continued tax shelter, while permitting you a huge range of index options, guarantee of principle options, and living and death benefits that can protect you and/or your family whether the stock and bond markets go up or down.
Posted: Tue Dec 18, 2012 01:21 pm Post Subject:
Max, I know it is hard for you, but you can do it.
Posted: Fri Aug 14, 2015 07:58 pm Post Subject: Thanks for nothing...
This is the type of junk that makes our jobs so much harder.
Those of us who know how this works and actually do want what is best for our clients, get so frustrated with those to are pitching a brochures and selling half truths.
The irony is that this sort of thing hurts all parties. Integrity is a beautiful thing. Re-discover it, and learn your products before attempting to teach others. Sheesh!
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