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An annuity is a financial vehicle designed to help accumulate money for retirement, protect what you’ve saved, or turn your retirement savings into an income stream. The annuity can be funded  either with a lump sum of money or through regular payments. The funding source can be a qualified retire account, e.g. your 401k or IRA. These contributions generally earn a tax-deferred rate of return as they accumulate.

Reasons you should consider Annuity in your investment and retirement portfolio:

  • Protect your principal.

  • Avoid probate in most cases.

  • Have guaranteed income for life.

  • Gain potential protection against creditors, claims, lawsuits, bankruptcies and more.

  • Plus, annuity payouts do not affect your Social Security benefits.

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