We Are Committed to Protecting Your Health & Finances With The Right Plan
If you’re interested in annuities of any kind, the professionals at Owen Insurance Group can help you get started.
Deferred And Income Annuities
Generally speaking, annuities are broken down into two categories: deferred and income. Both of them work differently and both come with a unique set of benefits and advantages. If you’re interested in annuities of any kind, the professionals at Owen Insurance Group can help you get started.
Meet The Owen Insurance Team
A locally owned and operated agency with a Dozen years of experience, Owen Insurance Group is one of the most premiere Life and Health insurance agencies in the state of Florida. We deliver personal and friendly service, have the experience you need in an agency, and offer complementary and confidential consultations. We are proud members of the National Association of Health Underwriters (NAHU), the Better Business Bureau (BBB), and the Chamber of Commerce.
Understanding Your Options
Tax Deferred Annuities (Retirement Savings)
If you’re looking to increase your retirement savings once you’ve already hit the maximum contributions allowed by your 401(k) or IRA, deferred annuities might be a good option for you. Just like other
- Annuities are not FDIC insured
- Withdrawals from annuities (before 59½ years of age) are potentially subject to a 10% IRS penalty
- With a deferred fixed annuity you may have more access to assets
- Your annuity earnings will compound on a
Income Annuities (Income In Retirement)
If you’re approaching retirement, the fact that income annuities offer guaranteed income for life (or a set period of time) may make them a more appropriate option for you. Plus, you’ll still be able to be more aggressive with your portfolio’s other investments. It’s important to note, however, that you may have limited or no access to the assets used to invest in income annuities.
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