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Annuities
• Tax Deferred Annuities
A. Single Deposit
This type of annuity allows for a single deposit. You are credited a fixed interest rate for a fixed number of years. The money grows on a tax deferred basis and can provide a fixed monthly income you cannot outlive.
B. Flexible Deposit Annuities
These are similar to the single deposit annuities; however, you can contribute additional monies into the annuity. They can provide a fixed monthly income you cannot outlive. Money grows on a tax deferred basis.
• Immediate Annuities
This type of annuity provides immediate income. You make a single deposit and you receive immediate income. Immediate annuities can be structured to provide income for a fixed period, i.e., five year, ten year, etc. or to provide income you cannot outlive.
Kent A. Baumann, CLU
Chartered Financial Consultant
President, Bonniwell Financial Services
1025 W. Glen Oaks Lane Suite 205
P.O. Box 38
Mequon, WI 53092
Phone: 262.241.8488 | Fax: 262.241.8066
kentbaumann@yahoo.com