- 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
Tuesday, October 25, 2016
The Benefits of an Annuity
An annuity can offer benefits such as:
Friday, October 21, 2016
Wednesday, October 12, 2016
Friday, October 7, 2016
Be my guest to Money 101 in TX!!!
You are invited to attend
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Our upcoming Money 101 Classes in the DFW Metroplex.
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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
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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
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