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An annuity is a financial product designed to provide a steady income stream during retirement. At Tamara's Financial Planning & Consultancy, we offer a range of annuity options to help you secure your financial future and enjoy a comfortable retirement lifestyle.

What is An Annuity?

An annuity is a contract between you and an insurance company. In exchange for a lump sum payment or a series of payments, the insurance company provides you with regular income payments for a specified period or for the rest of your life. Annuities can be an essential part of your retirement income strategy, providing financial security and peace of mind during your golden years.

Key Features of Our Annuity Products

Guaranteed Income Stream

  • Lifetime Income: Receive a guaranteed income stream for life, ensuring you never outlive your savings.
  • Period Certain Option: Choose to receive income payments for a specific period, providing financial security for a set duration.

Flexibility and Options

  • Fixed Annuities: Receive a fixed income payment for the duration of the annuity contract, providing stability and predictability.
  • Variable Annuities: Have the opportunity to earn higher returns by investing in a variety of investment options, such as stocks, bonds, and mutual funds.
  • Indexed Annuities: Participate in potential market gains while being protected from market losses, offering a balance between security and growth potential.

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Tax Advantages

  • Tax-Deferred Growth: Income earned within the annuity grows tax-deferred until withdrawals are made, allowing your investment to compound more quickly.
  • Tax-Free Transfers: Transfer funds between investment options within the annuity without triggering taxable events.

Death Benefits

  • Beneficiary Protection: Ensure your loved ones are taken care of with a death benefit that passes on any remaining value of the annuity to your beneficiaries.

Withdrawal Options

  • Systematic Withdrawals: Receive regular income payments on a predetermined schedule, allowing for budgeting and planning.
  • Lump Sum Withdrawals: Have the flexibility to withdraw a lump sum of cash if needed for unexpected expenses.

Why Choose Our Annuity Products?

  • Financial Security: Annuities provide a guaranteed income stream for life, ensuring you have a steady source of income during retirement, regardless of market fluctuations.
  • Flexibility and Options: Choose from a variety of annuity options to meet your specific needs and objectives, whether you're looking for stability, growth potential, or a balance of both.
  • Tax Advantages: Take advantage of tax-deferred growth and tax-free transfers within the annuity, allowing your savings to grow more efficiently.
  • Peace of Mind: Annuities provide peace of mind knowing that you'll have a steady income stream for life, allowing you to enjoy retirement without worrying about running out of money.

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