IRA Annuities and Your Future
For an IRA, Annuities are a valid option to protect your investments.
Owners of an IRA have complete control over where they invest their IRA funds. If they are currently unhappy with the current rate of return or the service they are receiving from the institution where your IRA is presently held, they can move it. Did you know you can transfer your IRA to another IRA qualified investment without any penalty or having to pay any income tax?
This is done with a Direct Transfer or a IRA Rollover.
Owners of IRA’s might consider Annuity products that are a safe and secure alternative and have interest rates that are better than most Savings Accounts, bank CDs or Money Market Funds. If your IRA is currently in a Mutual Fund and you are concerned, an Annuity is a great way to guarantee your principal while still having an opportunity for future growth.
Are you looking for information that deals with the new law that will enable to take your IRA, 401K, TSA, 403B and pass it to your heir’s tax free. That will create an income for the next generation for years to come.
Failure to take advantage will result in your heir’s needlessly paying maybe of hundreds of thousands of dollars
to the IRS immediately after your death.
