Certified Annuity and Retirement Financial Advisor in California
An annuity is an insurance product that gives you a source of steady income post your retirement. While they are useful, you need someone adept at finances to determine if you’ll benefit from them.
Maximize Your Retirement Annuity Advantages Today
Whether you want to increase your savings, protect it or generate income during retirement, annuities are a good option to consider. This is how annuities work: an investment is made in the annuity which is paid out to you during a period of time specified. Retirement Annuity payments can be configured to deliver monthly, quarterly, annually or even a lump sum.
We at Financial Planning Platform can help you devise a strategy that can help you maximize your earnings from the best retirement annuity plan by giving you optimal investment options. We also have an immediate retirement annuity calculator you can use to give you an idea of what you can expect.
There are 3 types of annuities that you can choose from –
- Immediate Annuities
- Equity Indexed Annuities (available only in the United States)
- Variable Annuities (available only in the United States)
Let our certified annuity advisor help you determine if annuities are right for you.
In the United States, withdrawals from annuities prior to age 59 ½ are subject to a 10% tax penalty and surrender charges apply during the first several years.
Annuities are one of the best investment options, but you need proper consultation before you decide on a retirement plan. Walk into any of our Financial Planning Platform offices all over California for more info on the best annuity rates that you can get
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