A fixed index annuity offers a powerful combination of benefits that help protect against many of today’s common retirement concerns.
Show your clients how time may be on their side with the tax-deferral benefits of fixed index annuities.
With American Equity’s AssetShield and IncomeShield fixed index annuities, credited interest is not taxed until a withdrawal is made. This allows for interest to grow and compound over time. There’s also the added benefit of your clients having more time to prepare for the potential impact of income taxes when a distribution is made.
With fixed index annuities, it may be beneficial to wait, procrastinate, and take advantage of tax-deferred growth.
Reach out to us at firstname.lastname@example.org learn more and to discuss potential options for your clients with tax rate changes looming.