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Annuities

A popular investment tool, annuities can be purchased which have a guaranteed rate of return, (called a guaranteed or fixed annuity), or with a variable return, (where the investment is spread among mutual fund type investments with no guarantees)*.

Annuities have an investment advantage over most other types of investments, in that no income tax is paid on the growth of the annuity value until such time as the owner of the annuity decides to take money out of the annuity. Therefore, control of income taxes is in the hands of the owner. However, surrender charges may apply if you surrender the policy early.

Thomas A. Newman and Associates P.A. represents many fixed annuity companies and over 70 variable annuity companies.

* Guarantees are based on the ability of the issuer to pay claims.

 


Thomas A. Newman & Associates, P.A.
1022 West North Boulevard
P.O. Box 493030, Leesburg, FL 34749-3030
Phone: 352-728-1122 ~ 800-728-5088 ~ Fax: 352-728-1217

* Securities and Advisory Services offered through Mutual Service Corporation, a Registered Investment Advisor, Member FINRA/SIPC. “Newman and Associates, PA” is not affiliated with Mutual Service Corporation. This communication may not be construed as a solicitation to buy or sell any security. Investment in any security involves risk, including the possible loss of principal. Information relating to securities is intended for use by individuals residing in Florida, Alabama, Georgia, Indiana, Illinois, Maine, Michigan, Ohio, and Virginia only and investment advisory services may be offered through this web site to residents of Florida, Alabama, Georgia, Indiana, Illinois, Maine, Michigan, Ohio, and Virginia only.