Avoid fees and retain growth
If you’re interested in using your retirement funds to buy an annuity, you can rollover the funds directly into the annuity, continuing to avoid taxes until you receive the income stream payouts. The IRS typically permits the rolling over of funds between different types of qualified annuities. As such, it is crucial to be aware of the relevant rules and regulations before making any decisions....Read More
Your pension will likely not be enough. For those who have taken the time to strategize their financial future, retirement will provide them with an opportunity to do the things they always wanted to do and travel to the places they’ve always wanted to travel to. For many others, it may mean working during their golden years, giving up on hobbies and cutting back on their lifestyles and spending, or many times even depending on others....Read More
The Planning And Implementation You Take Today Affects Your Life Tomorrow
Financial & Retirement planning by age
Retirement at any age
65+ Years old
With Technology and medical advancements we are living and working longer, there's no better time to get a plan in place.
50-65 Years old
With retirement looming, it's an important time to focus your efforts in planning for retirement and reaching your financial and retirement goals.
35-50 Years old
These can be the best years to setup a financial place that makes sense and brings peace of mind in knowing you've secured your future cashflow in retirement.
20-35 years old
With retirement years away, it might be the last thing you are thinking of, certain steps can be taken today to maximize your retirement and stability for tomorrow
How It Works ?
We have a simple 3 step process that helps walk you through the process, Step 1 is to Request a free no-pressure quote, you'll receive current rates of growth and get more information on the companies we believe can help you. Step 2 is to consult with a professional on your specific case, this can be done in person, by phone, and/or via Zoom video chat, usually takes 20-30 minutes to establish your needs and strategize your future goals. Step 3 is to receive the policy, this is where your agent will sit with you and explain your policy, and expected growth and notify your beneficiaries of what to do if needed. This process is simple
Request a free quote and discover current rates and companies.
Consult with a professional to discover your ideal financial plan and start the process.
Your Agent will Deliver your policy, explain how it works and notify your beneficiaries.
Why Choose Us?
Our network is comprised of A+ Rated companies by BBB with An AM Best A+ financial strength rating.
With 30 years of experience in providing financial advice, Annuitiesfoundatino.org provides information you can trust!
Our Network partners are independent and will find you the best products and rates based on your needs!
What Our Client Say
With 30+ years of experience in the industry, you can trust the annuities foundation for all of your financial and retirement needs. Wheter your'e planning for retirement soon or it's years away the annuities foundation can help with rates from multiple carriers. Here's what previous users had to say about the annuities foundation organization.
They helped me identify my needs and put me in contact with a professional local agent to set up a customized retirement strategy with tax benefits and lifetime income!
The Annuities foundation has been a huge help in educating me on my options, they even set me up with a local agent to strategize for my needs with my family's legacy in mind!
© 2021 Annuities Foundation Organization. All Rights Reserved