Individuals

When can I take withdrawals?

Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal income tax penalty, on top of any federal income taxes due.

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When do I take a Required Minimum Distribution?

Required Minimum Distributions, or RMDs, are minimum amounts you must withdraw annually from your tax-deferred retirement account. We cover the ins and outs of RMDs.
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What is an IRA

What is an IRA?

In fact, IRAs are one of the most powerful retirement savings tools available to you.

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Tax-deferred Growth

Deferring taxes on your gains until you take withdrawals helps grow your account value faster.

All of our annuities offer the advantages of tax deferral on gains — but with variable annuities, you’re able to invest in the market similarly to how you would invest in traditional stock/bon

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Protecting your Assets

Our annuities with guaranteed interest rates can provide both the safety and growth you need in any market environment.

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Saving for your Retirement

Wherever you are in life — from just getting started, currently saving, nearing retirement or in retirement — we’re here to help you build a plan to take you To and Through Retirement®

 

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Leaving a Legacy

But it’s also a time to consider passing on your legacy to your loved ones.

There are two major considerations — growing the assets you’re leaving and making the transfer of assets as easy as possible for you and for your beneficiaries.

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Income in Retirement

We have products designed to keep your money safe as well as products that guarantee income you’ll never outlive.

With our annuities, you have various income options, from systematic withdrawals to lifetime income.

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