Grow Your Money Tax-Deferred With an Annuity
Speak with a representative today who can help you:
- Understand how annuities are uniquely positioned to offer tax-deferred growth, unlike other financial products
- Determine when and if it makes sense to purchase an annuity with existing retirement funds like a Roth IRA or Roth 401(k)
- Determine how an annuity fits into your overall retirement strategy
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8+ YEARS AS A FINANCIAL RESOURCEWe’ve been educating consumers about financial options since 2013.
THOUSANDS OF CUSTOMERS HELPEDWe’ve helped more than 5,000 people achieve financial freedom.
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Tax Benefits of an Annuity
- Annuities offer tax-deferred growth, which means that taxes aren’t due until you withdraw money.
- Investments, including dividends, interest and capital gains, grow tax-free while they remain in the annuity.
- Annuities purchased with a Roth IRA or Roth 401(k) are tax-free if you meet certain requirements.
Get Expert Advice With Our Easy Process
Contact UsWe’ll route you to a financial expert who specializes in annuities and retirement planning.
Get a Free ConsultationOur trusted network of advisors will listen to you and guide you toward an annuity that will allow you to achieve your goals.
Get Guaranteed Income for LifeGet peace of mind knowing you’ve made a smart financial decision by securing a reliable income for your golden years.
We Have the Tools to Help You
We pride ourselves on our partnerships with companies that are dedicated to meeting your unique financial needs. Our partners use multiple resources to help you assess your individual financial situation and get started on achieving your long-term financial goals. Some tools our partners have access to include:
Income ArchitechAn all-in-one planning tool that seamlessly combines:
- Cash-flow analysis
Total Social SecuritySoftware that builds Social Security planning into your practice. Includes:
- Visual reports
- Break-even charts
- Income-gap charts
SmartRiskSoftware that helps clients achieve better retirement outcomes through better risk analysis. Includes:
- Asset interaction analysis
- Portfolio risk tolerance
- Down market preparation
Richard Janal“He was there for us every step of the way. He was responsive, patient, and considerate of all our needs. We live in Oregon, and, quite frankly, John was more responsive to our needs than anyone we could find in the Portland metro area. I feel very comfortable in recommending him and his firm. They are knowledgeable and very qualified at what they do!!!”