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Is an Annuity right for me?


 

Is an Annuity Right for Me?

Maybe. To help you find the answer, ask yourself these questions:

  • Am I concerned about outliving my assets?
  • Am I looking to invest over the long term?
  • Am I comfortable not withdrawing most of these assets until I turn age 59 1/2?
  • Have I maxed out my 401(k) and IRA and still need tax-deferred growth?
  • Do I prefer investing in mutual funds as opposed to buying individual securities?
  • Did I just receive a large sum of money, such as an inheritance, or a payout from a pension plan or 401(k)?
  • Do I need a dependable income stream from my retirement savings?

If you answered yes to any of these questions, then an annuity might be suitable for a portion of your retirement assets. Call today 214-803-3797 to determine if an annuity is right for you and ensure you have adequate retirement income.