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Annuities

A fixed index annuity is a contract by an insurance company that pays out income to the owner for a specific amount of time. All annuities are tax-deferred, meaning that the taxes will not be paid on earnings until a withdrawal amount is taken. Many wise investors purchase annuities to provide asset protection, tax deferral and guaranteed income in retirement. Burgos & Brein Wealth Management has access to the best products in the industry and can find the right product for your specific needs.

 

Annuities are designed to be long-term investments and frequently involve charges such as income and death benefit rider fees, and surrender charges. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 1/2. 

 

Watch Our Roth IRA Conversion Video:

Burgos & Brein is the leading financial advisor and retirement planning firm in Apopka, Clermont, Kissimmee, Lake Mary, Maitland, Ocoee, Orlando, Oviedo, Windermere and Winter Park specializing in annuities.

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