The Optimal Retirement Plan in Your Local Area. Work with an Exception alagent from Fides
Discover Strategies to Minimize Tax Burden. Explore effective methods to lower taxes during your retirement years. Find out how to mitigate market volatility, generate consistent returns, and secure lifelong income.
Stay ahead of the curve by staying informed about the latest Social Security updates. Gain insights into the recent changes and take proactive steps to ensure your retirement income is protected.
Prepare for a Successful Retirement Income Plan. Navigate the six crucial questions every 401(k) and IRA owner should address when planning for retirement. Learn how to leverage Social Security as a solid foundation and bridge any income gaps effectively
Annuity | Certificate Of Deposit | Mutual Fund | Stocks |
---|---|---|---|
Best Option | Safer | standar (common) | riskier |
Commission charges? | Commission charges? | Commission charges? | Commission charges? |
Yes | No | No | No |
Safe principal? | Safe principal? | Safe principal? | Safe principal? |
Yes | Yes | No | No |
Grows tax-deffered? | Grows tax-deffered? | Grows tax-deffered? | Grows tax-deffered? |
Yes | No | No | No |
Safe return? | Safe return? | Safe return? | Safe return? |
Yes | No | No | No |
Earns intereste on interest? | Earns intereste on interest? | Earns intereste on interest? | Earns intereste on interest? |
Yes | No | No | No |
Starts an income stream you can't outlive? | Starts an income stream you can't outlive? | Starts an income stream you can't outlive? | Starts an income stream you can't outlive? |
Yes | No | No | No |
Will earnings be locked each year? | Will earnings be locked each year? | Will earnings be locked each year? | Will earnings be locked each year? |
Yes | No | No | No |
Peace of Mind? | Peace of Mind? | Peace of Mind? | Peace of Mind? |
Yes | No | No | No |
Bonuses on premiums? | Bonuses on premiums? | Bonuses on premiums? | Bonuses on premiums? |
Yes | No | No | No |
Bypass probate and settlement costs? | Bypass probate and settlement costs? | Bypass probate and settlement costs? | Bypass probate and settlement costs? |
Yes | No | No | No |
The thrill of the market without the risks? | The thrill of the market without the risks? | The thrill of the market without the risks? | The thrill of the market without the risks? |
Yes | No | No | No |
Penalty-free access to funds? | Penalty-free access to funds? | Penalty-free access to funds? | Penalty-free access to funds? |
Yes | Yes | Yes | Yes |
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