Tax-Deferred Fixed Annuities

Lower your income taxes today while saving for tomorrow.

If you are looking to build your long-term savings while lowering your current income taxes, tax-deferred fixed annuities may be smart investment option for you. Here are just a few of the benefits that tax-deferred annuities offer:

• Income for Life.
• Lower current taxes.

  Contact a North Shore Investment Services Professional today!

Who is it for?

Any one looking to build long-term savings while lowering his or her current income taxes.

What's in it for you?

• Competitive Yields at a guaranteed¹ minimum rate of return.
• 100% Guaranteed Principal¹ backed by the claims-paying ability of the issuing insurance Company.
• Easy Access - You can withdraw a portion of your investment every year penalty-free. ²
• Probate Avoidance - Because you select the beneficiaries for your annuity, proceeds can be passed directly to your heirs.
• No Initial Sales Charge or Annual Fee.
• Income for Life. ³
• Earnings grow tax-deferred until you withdraw them. ⁴
• Tax Reduction ⁵ - Annuities may help you reduce taxes on Social Security by reducing your annual taxable income.
• You will receive expertise and guidance from a North Shore Investment Professional. Learn more.

What else you should know.

• ¹ Guarantees are based on the claims paying ability of the issuer.
• ² You can withdraw a portion of your investment every year penalty-free. However, if you are younger than 59Ω, there may be a 10% Federal premature distribution penalty tax.
• ³ If you annuitize, you will receive a regular fixed income from the annuity and can choose to have it paid out over a set time frame or guaranteed for your lifetime.
• ⁴ Earnings grow tax-deferred until you withdraw them. They are then taxed as ordinary income. While you can withdraw annuities prior to age 59Ω, there is an additional 10% federal penalty tax imposed. A great benefit of annuities being tax-deferred is triple compounding because your principal, interest and deferred taxes are all compounding.
• ⁵ For a comprehensive review of your personal situation, always consult with a tax Advisor. Neither PrimeVest, nor any of its representatives may give tax advice.

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