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March 5, 2020
Planning with annuities this tax season adds up to tax advantages!
  • Tax-deferred growth offered by fixed and fixed-index annuities = less taxes due next year
  • Tax deferral + compound interest = 100% of your client’s money works harder for them
  • Qualified assets can transfer tax-free
Some nonqualified assets, such as savings account money, can be used to buy an annuity with no tax consequences.
Help your clients gain tax advantages from a variety of annuities that offer a choice of upside interest-crediting opportunities with no risk of market loss.
 For more information, email us at first-american@faiu.com.
460 Hillside Avenue Needham, MA 02494 -   www.faiu.com