Learn How Interest Rate Changes Can Affect Your Retirement Income

EffectsOfIntersteRates

As retirement nears, a traditional strategy for many people has been to move from growth-seeking products to more conservative, fixed-income products such as bonds. However, bonds may not provide the value you expect when you cash in.

That's why we suggest considering a safer alternative such as annuities. Annuities are often preferred because they: 

  • Are a guaranteed stream of income for the remainder of your life.
  • Can protect you from market downturns.
  • Are tax-deferred. 
  • Offer death benefit options during the accumulation phase.

Download our guide now to learn whether annuities might be appropriate for your retirement income strategy. In it, you'll see a detailed hypothetical example of a person who relies on bonds for retirement income compared to someone who relies on annuities.  

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Neither the firm nor its agents or representatives may give tax advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions.  169569