Life Insurance in a Qualified Retirement Plan

An #annuity is like a privately funded pension plan. You fund it with a lump sum, which can come from cash in the bank or an IRA / 401k rollover. After funding an annuity, you can take #retirementincome out right away or defer for a few years. Each year you defer, your guaranteed #retirement income increase, almost like social security. The annuity #cashflow is locked in for life and never goes down. Even if the stock market crashes or you live until 100. Your monthly annuity paycheck keeps comi

Some things in life run out. Lifetime retirement income from TIAA doesn’t. | TIAA

32 reactions | Some things in life run out. Lifetime retirement income from TIAA doesn’t. | TIAA | Facebook

70K views · 716 reactions | 54% of Black Americans don’t have enough savings to retire. Let’s #RetireInequality because retiring with dignity is for all. | TIAA | Facebook

🔍 Could You Be Paying More Taxes on Your Annuity Than Necessary? 🔍 Many annuity owners may face unexpected tax liabilities, but proper planning could help optimize their retirement strategy. While the IRS provides tax guidelines, navigating annuity tax rules can be complex. Understanding available options may help annuity owners make informed decisions. 📘 Download Your Complimentary Guide: Our 16-page “Guide to Avoiding Common Annuity Mistakes” explains frequently overlooked tax consideration

Compare Annuities vs. Other Investments: What to Buy, When to Buy, and What You Give Up