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Understanding Annuities
Discover how annuities can be a key part of your investment strategy.
Whether you're looking to save for a specific purpose, supplement other sources of retirement income, or maintain financial independence, an annuity can help you achieve your financial goals.
We'll discuss types of annuities, payout options, and tax consequences of annuities.
Topics covered:
Why is an annuity?
Why buy an annuity?
Why types of annuities are available?
What if you must withdraw money from your annuity?
How is an annuity different from other retirement and investment vehicles?
What are the tax consequences of annuities?
Space is limited, so reserve your seat today!
We apologize, but this session is full.
Please check for additional workshop dates or request an email notification when future dates become available by emailing
infomarketing@stmarysbank.com
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Thank you for registering for Understanding Annuities.
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We look forward to seeing you soon.
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