Roth IRA

Funds placed in a Roth IRA don't offer a current tax year deduction like a Traditional IRA, but can become a tax free source of income after 5yrs and when placed in an annuity can provide a stream of tax free income you can't outlive.

Traditional IRA

Traditional IRAs are a well-established method for reducing your taxable income in the current tax year. However, unlike Roth IRAs, the funds withdrawn during retirement are typically taxed as ordinary income at your marginal tax rate. While these withdrawals are subject to taxation, placing the funds in an annuity can provide a stream of income that you cannot outlive.

​Annuities​

An annuity is a financial contract with an insurance company that ensures a steady income stream, usually for retirement, in exchange for a lump sum or periodic payments. Like a pension, it offers regular payouts for a set period or the annuitant's lifetime.

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