Tuesday, October 25, 2016

The Benefits of an Annuity

An annuity can offer benefits such as:
  • Tax-deferred growth.
  • No required distributions at age 70½. This means that your money can continue to grow tax-deferred over a longer period of time.
  • Control over when you pay taxes by timing distributions.
  • Unlimited contributions.
  • Option of guaranteed income for life.
  • Guaranteed fixed rate of return for a fixed annuity.
  • A death benefit that passes account value to beneficiaries, which may avoid probate, but is not tax-free

Friday, October 7, 2016

Be my guest to Money 101 in TX!!!

You are invited to attend
Our upcoming Money 101 Classes in the DFW Metroplex.
We go to school for 12 to 16 years to learn reading, writing and arithmetic; but never learn about "How Money Works"!

You're invited to a FREE workshop.  This is not a sales seminar, but an educational setting.  Bring your notepad, grab a bite to eat and listen to the fundamental principles of money.

Learn how to GROW AND PROTECT your money for retirement planning, college funding or simply wealth accumulation - with money you never knew you had.

To reserve your seat, please RSVP ASAP by responding to host Jack Waldron at jack@fiveringsfinancial.com
When & Where

UPCOMING MONEY 101 CLASSES:

MONDAY, OCTOBER 17TH, 2016
DALLAS AREA MONEY 101
Blue Mesa Grill
8200 Dallas Parkway, Plano TX  75024
From 6:15 to 8 pm

TUESDAY, OCTOBER 18TH, 2016
FORT WORTH AREA MONEY 101
Pappasito's Cantina
2704 West Fwy, Fort Worth TX  76102
From 6:15 to 8 pm