Dixon Financial

Annuities

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What is a tax-deferred annuity?

A taxdeferred annuity is a contract between you and an insurance company for a guaranteed interest bearing contract. The Company credits interest, and you dont pay taxes on the earnings until you make a withdrawal or begin receiving an annuity income.

What is tax deferral?

Tax deferral means that you are postponing paying taxes on interest earned until a future date. During that deferraltime you are earning interest on dollars that would otherwise be paid as taxes. Leaving you the potential to accumulate more money over a shorter period of time, which ultimately can provide you with a greater return.

Benefits of an Annuity

Ability to Avoid Probate

Passing along the value in your annuity to a named beneficiary can avoid the delays and costs of probate making for a simplified way to transfer assets during a difficult time.

Guranteed Lifetime Income

Annuities can provide you with a guaranteed income stream with the purchase of a taxdeferred annuity. You can convert an annuity into payments based on your needswhether that be payments for life or over a specified period. We encourage you to consult with and rely on your legal or tax advisor to fully understand the tax effects annuities can have for you and your estate.

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Creating Peace of Mind for 25+ Years

Integrity

Honesty & integrity are crucial for managing our client's portfolios.

Attentive

We keep a keen eye on your portfolio to ensure risk is minimized and profits grow.

Dynamic

Situations always change.  That's why we stay up to date on the latest industry news.

Value Relationships

We greatly value our client relationships.  We give 1-to-1 attention to each and every customer.

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(513) 235-1859

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