At RetireWellDallas we use the “CPA Team Based Model” that helps CPAs and Financial Advisors create better results and deliver more value. We believe most people only have one chance to retire the way they have always dreamed. That dream is certainly worth protecting. Understanding all of your options and establishing a firm plan is the only way to make the best, most informed decisions necessary to accomplish your retirement goals.
Let’s talk: Contact Mr. Mark Gardner today at 214-762-2327 or email him at MarkGardner@RetireWellDallas.com to further discuss your personal issues and needs
An Annuity is a financial product that allows a contract holder to accumulate money on a tax-deferred basis and receive a series of payments at regular intervals. People purchase annuities to obtain an income or to supplement retirement income they will receive from Social Security, pension benefits, investments and other sources.
Annuities help eliminate one of your fundamental concerns: Outliving your savings. They can offer you guaranteed lifetime income payments, which may give you:
- Freedom to fulfill your retirement dreams
- Financial peace of mind
- Flexibility to use your cash however you choose
Unique among insurance products, annuities can offer you:
- Guaranteed lifetime income payments that you can’t outlive
- Tax-deferred growth which may minimize the taxes you have to pay when you start receiving payments
- Flexible payout options that can help meet your financial needs.
There are many factors to consider when determining the best retirement strategy for you and your family. If you are interested in safety and guarantees without giving up great earning potential then an annuity may be right for you.
What Is Annuity?
Contact Mr. Mark Gardner today at 214-762-2327 or email him at MarkGardner@RetireWellDallas.com so he can begin to show you all of your options.
Contact Mark S. Gardner