Protect and plan retirement income

Fixed Annuities & Retirement Income

Eligible retirement funds may be moved into a fixed annuity designed to protect principal and provide predictable growth. Depending on the contract and options selected, an annuity may also create guaranteed income for a chosen period or for life.

What this may offer

Options built around your needs

Protection from direct stock-market losses
Contractual minimum interest guarantees
Options that may provide income for life

What we’ll review

A thoughtful comparison

Your income needs and retirement timeline
Access to funds and available withdrawal provisions
Rates, surrender periods, riders, fees, and tax considerations

An annuity is intended for long-term retirement goals. It may not be appropriate for money you expect to need in the near future.

Learn about fixed annuities at Investor.gov

Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Withdrawals may be subject to surrender charges and tax consequences. Neither Sean Renfroe nor the issuing insurance company provides tax or legal advice; consult a qualified professional regarding your situation.

Questions are welcome

Let’s talk through your options.

Sean can help you understand the details and decide what deserves a closer look.

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