A solid asset allocation strategy often includes investments from a range of investment classes. Investing in annuities can be an important element in your investment portfolio, helping to potentially:
- Reduce fluctuations in the your portfolio value
- Enhance investment income
- Prepare for future expenses
Investing in annuities can help achieve many different investment goals, including income generation, portfolio diversification even growth.
They can offer tax-deferred growth potential with an fixed and variable investment.
Enhance your Financial Portfolio with Annuities
The annuity market offers many choices, so it’s important to have a clear picture of your goals before you begin selecting individual annuities to invest in. A comprehensive financial plan helps you to Construct a lifelong cash flow forecasts, showing all the money you will receive and all the money you will spend in your lifetime. The cashflows use prudent assumptions to protect against inflation and uses realistic returns.
Key Features Include:
- Fixed rate of return regardless of market performance
- Tax deferral
- No IRS contribution limits
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Traditional interest-bearing fixed investment pays interest on a regular monthly basis. The payments on these annuities are fixed, which means the amount you receive with each payment generally remains the same. You can determine the monthly amount or have it calculated. There are also distribution options that can be selected. Work with a Qwik Life Insurance advisor to ensure you are getting expert advice. With over 20+ years of industry experience, you can trust Qwik Life Insurance for your retirement needs.
Though annuities are often used for their ability to generate income.
Investing in fixed-income securities involves certain risks, such as withdrawal penalties if done prior to age 59 1/2.