Tax Deferred Annuities
Planning on retiring or looking to maximize your current income?
Achieving a comfortable retirement requires a new approach to retirement planning. LPL Financial has unique solutions to help you understand your options and make the most of your money. One solution may be our Fixed Annuity Products.
Fixed Annuities bring with them many benefits*, here are just a few:
· Attractive Rates
· Easy Access to Your Money
· No Taxes on Earnings Until Withdrawn
· May Reduce Taxes on Social Security
· Can Provide Lifetime Income
· No Probate Delays
Annuities are safe and conservative investments that provide consistent growth and dependable returns. Many annuities are backed by the same insurance companies you trust to protect your life, health, home and cars!
LPL Financial Consultants can create a suitable plan or simply provide you with the tools and investment solutions to make the right choice, for you. Let them review your financial plan to make sure your investments stay in focus with your goals.
Submit an Annuity Request online and a Financial Consultant will contact you directly.
For your free financial assessment:
If you’re ready to start building a balanced financial future, our Financial Consultants are available to meet with you in each AmTrust and Ohio Savings Bank branch throughout Ohio, Florida and Arizona.
 Click: |
to complete our online request form and a Financial Consultant will contact you directly
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| Call: |
(800) 860-5357, Option 1, to be referred to a Financial Consultant near you
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| Come In: |
to one of our convenient branch locations
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*Fixed Annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 1/2 are subject to 10% IRS penalty tax and surrendar charges may apply.
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