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  • Your Guide to Retirement Income Planning with Fixed Indexed Annuities

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Improvising income in retirement can be a difficult task. One way to help avoid this stress is to organize your assets in a way that helps create a consistent lifetime income stream.

Fixed indexed annuities are designed to create income – either today or at some point in the future.

When you invest in a fixed indexed annuity, the plan may be designed to address your retirement income needs.

Fixed indexed annuities are designed to be long-term investments and involve charges such as administrative fees, annual contract fees, mortality and risk expense charges, and surrender charges. Early withdrawals may impact fixed indexed annuity cash values, riders attached to the contract and death benefits. Taxes are payable upon withdrawal of funds. An additional 10 percent IRS penalty may apply to withdrawals prior to age 59 ½. Fixed indexed annuities are not guaranteed by FDIC or any other governmental agency and are not deposits or other obligations of, or guaranteed or endorsed by any bank or savings association. With fixed indexed annuities, both the money you invest and the interest paid out are guaranteed by the claims-paying ability of the insurer. Investors should consider the investment objectives, risks, charges, and expenses of an annuity or any investment carefully before investing.