Mint Wealth Advisor offices are available for appointment.Schedule an Appointment
fixed annuity

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Strive to gain more confidence
in your retirement plan.

A Fixed Annuity is a contract between you and an insurance company that guarantees a fixed return on your principal for a term between 3 and 10 years. At the end of the term, you may close the annuity, review it, or 'annuitize' it by generating an income stream from it.

Below are a few Fixed Annuity* features to help you consider whether a Fixed Annuity is suitable for you:

Fixed Annuity Benefits:

  • Tax Deferred
  • Protection From Market Volatility
  • No Stock Market Exposure
  • Competitive Fixed Rates

Talk with an LPL Financial Advisor on whether a Fixed Annuity should be a part of your retirement plan.

There are also limitations to consider:

  • Surrender Fees May Apply For The Full Contract Period
  • Withdrawals Before Age 59 1/2 May Carry A Tax Penalty
  • Not Federally Insured

Talk with an LPL Financial Advisor on whether a Fixed Annuity should be a part of your retirement plan.

*Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty tax and surrender charges may apply.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.