Are you getting close to retirement and considering taking income from your existing annuity policy? Did you inherit an annuity from your parents and don’t know what to do with it? Annuities can be exchanged, potentially offering you 1) better terms, and 2) tax mitigation.
Who May Benefit From A No-Obligation Annuity Exchange Audit:
Pre-retirees or retirees age 55 to 75 who don’t understand their annuities or the tax implications of low-cost-basis annuities, as well as 45- to 55-year-olds who’ve inherited annuities which may be qualified (IRAs) or non-qualified with a variety of different tax implications.
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Refinance Your Annuity
Annuities are contracts with insurance companies that provide retirement income, and they can be exchanged. At Pembroke Insurance Advisors, we work with clients and their tax advisors to help them examine their existing in-force annuity contracts to provide information about potential tax implications, as well as do the research to see if there are newer annuities available that may have better contract terms more suitable to your long-term goals. An audit or exchange can be critical to helping mitigate capital gains taxes which may be due when you take annuity income from a policy which had a low-cost basis. Talk to us before you annuitize.
Retirement income needs are part of your larger personal retirement plan which includes where you will live, retirement lifestyle/cash flow, long-term care options, multi-home/multi-state/international planning, tax planning, gifting and estate planning strategies, and much more. Let’s talk today.
Pembroke Insurance Advisors
As part of the Pembroke family of financial service providers, Pembroke Insurance Advisors works to help protect all that you have worked so hard for in life. Using the latest product designs, we are independent advisors with access to hundreds of the latest insurance and risk management strategies, some of them patented with limited distribution.
We work primarily with creative entrepreneurs. Our goal is to help ensure that you and your livelihood are protected from potential adverse circumstances, and that you have a plan for both retirement and tax-advantaged wealth transfer in place for your loved ones and your business. Welcome to the Pembroke family, we’re glad you’re here.
Contact Us
Pembroke Insurance Advisors uses cloud-based technology to help our clients communicate with us anytime they want to from anywhere in the U.S. If you are not familiar with how online communication platforms work, never fear. We always help new clients who might not be tech-savvy to navigate the cloud-based world of finance.
Address:
205 N Stephanie St, Ste D Box 268
Henderson, NV 89074
Fax: 503-966-7846
Send Us A Message
We would love to hear from you! Please feel free to open a chat, call us on the phone, schedule an appointment, or send us a message using this form.
