Tuesday Tax Tip – Protecting Yourself from a Plunging Market – May 14, 2019

Just because the market takes a dive, doesn’t mean your nest egg has to. Despite market volatility, anybody with a safe, guaranteed investment option can sleep well knowing their money is right where it should be…protected from market volatility.

Fixed Indexed Annuity (FIA) owners, for example, have been sleeping well these past few days knowing their hard-earned money and retirement assets, such as their IRAs, are protected from sudden market downturns.

Unlike Variable Annuities, which are securities investments, FIAs are safe insurance products and only insurance licensed professionals may offer these safe tools.

Key FIA benefits include:
• No Loss of Principal
• Locked in Gains
• A Guaranteed Stream of Income for Life
• Liquidity
• Tax-Advantaged Accumulation

Give us a call today to determine whether an FIA is an appropriate option to complement your retirement planning strategy and ask yourself…

Where do you want to be?