Strategies for Financial Independence

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Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.

In the event of a withdrawal or distribution, interest earned on an annuity is taxed as ordinary income. Withdrawals or distributions made prior to age 59½ may be subject to a 10 percent income tax penalty.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax, legal, fiduciary or investment advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

In the event of a withdrawal or distribution, interest earned on an annuity is taxed as ordinary income.  Withdrawals or distributions made prior to age 59½ may be subject to a 10 percent income tax penalty.

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.