Nelson & Company

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Which Product is Right for Your Retirement? Annuity, IRA, or Roth IRA—the Choices Are Endless!


When preparing for retirement, do you realize what options you have for income? At Annuities and More, we help you understand your choices, strive to find the best rates for your income, and set up a potentially lucrative financial savings solution.

Retirement Income Solutions

IRA

An IRA, or individual retirement account, allows for contributions for up to $4000 dollars until age 50. Afterwards, you can contribute more.

Why Should You Get an IRA?

  • All contributions are tax-deferred.
  • Contributions are often deductible on tax forms.
  • An IRA allows you to withdraw money for a home, often up to $10,000. Many people use that money for a down payment.

Roth IRA

Don’t pay any penalties if you have to withdraw contributions. You also can withdraw money for a new home or higher education costs.

Annuities

With an annuity, you contribute money to a savings account and eventually it starts paying you back. Most people set up an annuity for a steady retirement income.

Why Should You Get an Annuity?

  • Annuity contributions are tax-deferred.
  • Annuities can have a fixed return rate.

Protection for You and Your Family

Annuities and More can find you the right insurance policy to protect your standard of living. We offer the following insurance products:

  • Life – Guaranteed Issued
  • Life – Term, Whole, and Universal Life
  • Single Premium Insurance
  • Health
  • Disability
  • Medicare Supplements
  • Cancer
  • Final Expenses
  • Long Term Care Indemnity Plans

Don’t put off planning for retirement until it’s right around the corner. Start saving today with the retirement product that’s right for you.

Insurance Disclosure

Guarantees, including optional benefits, are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values.

Call Annuities and More in Kansas City, MO today at 888-631-1825.

 

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Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Nelson & Company Wealth Management and Client One Securities, LLC are not affiliated.