Secure Your Future with Annuities for Retirement

What Is an Annuity?
An annuity is a financial contract from an insurance company that can be funded through a lump sum or a series of payments.

Purpose of Annuities
Annuities can be used to:

• Accumulate funds on a tax-deferred basis
  
• Create a stream of income for the future or immediately
  

Tax Considerations and Payout Options
If purchased with after-tax dollars, annuities can grow tax-deferred. Upon your death, any remaining value may be distributed to your beneficiary based on the terms of the contract.

How SmarTax LLC Can Help
We explain how annuities work and assist in selecting a contract that fits your financial goals.