The truth about annuities & Taxes

Live Webinar

Learn how annuities and tax & retirement income strategies may work together to help protect your savings, create lifetime income, and reduce common retirement risks

Register For The Webinar

Tue, Oct 27th 5:30 PM PST

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breakthrough ONLINE event!

About The Webinar

Join this live, educational webinar with Patty to learn why annuities exist, how taxes impact retirement income, and how to evaluate whether an annuity may fit into your overall retirement tax and income plan.

During this webinar you will discover:

The 3 key pieces of a successful retirement plan
6 common risks that can impact your retirement savings
How the major types of annuities work and how they differ
The truth behind 5 common annuity misconceptions
3 important questions to ask before considering an annuity

Presented By Patty

I help with wealth protection and wealth building through retirement and insurance strategies

When?

One Day Only!

Tue, Oct 27th 5:30 PM PST

Where?

Join us from the comfort of your couch.

View on your computer, tablet, or phone!

Registration is FREE for this exclusive ONLINE event

Learn how annuities, taxes, and retirement income strategies may work together to help protect your savings, create lifetime income, and reduce common retirement risks

Sign Up Today to Reserve Your Spot!

The truth about annuities & taxes

[LIVE WEBINAR]

During this class, discover:

Why annuities exist—and how taxes impact them

Annuities were designed to provide protected assets and dependable income, but their tax treatment can significantly impact long-term outcomes. Learn how tax deferral, withdrawals, and income payments may affect your retirement strategy.

How different annuities work within a tax and income strategy

Not all annuities are the same. Learn the differences between immediate, fixed, fixed indexed, registered index-linked, and variable annuities—and how each may be treated differently from a tax and income perspective.

The truth behind five common annuity misconceptions

Are annuities tax-free? Do you lose control of your money? Are they only for income? Are they always expensive? What happens to taxes when income begins? We will examine these common concerns so you can separate myths from how annuities actually function.

How Taxes, Income, and Annuities Can Work Together in Retirement

Retirement income decisions do not happen in isolation. Withdrawals, Social Security, RMDs, and annuity income can all interact in ways that may affect your tax bracket and long-term income strategy. Learn how to coordinate these elements more effectively.

How to Determine Whether an Annuity May Fit Your Retirement Tax and Income Plan

An annuity should not be selected based on a single feature. Learn how to evaluate your income needs, tax situation, and retirement goals to determine whether an annuity may play a role in your overall plan.

These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!

During these times it's important not to be frozen by fear or complacency.

Don't fall into the trap of thinking that congress, the fed or even financial advisors are going to fix retirement.