Free Annuity Booklet

Many Annuity Owners Lose Money – Will You?

Some annuity owners lose over 50% of the value of their annuity when it pays off (income taxes up to 38% plus estate tax up to 50% on estates exceeding $1 million.

It’s true. Annuities and IRAs can be double-taxed assets (income taxes up to 38% PLUS estate taxes up to 50% on estate exceeding $1 million). After estate taxes and income taxes, there can be as little as 30% of the value remaining.

You can learn how to help avoid the loss in our booklet, “Annuity Owner Mistakes”. The booklet is free and shows how to get more benefits from your existing assets and help preserve your annuity value.

For more information, please contact:

Brenda Sprecher
Senior Advisory Services of Pennsylvania

Phone: 1-800-966-3890
Email: Brenda Sprecher