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fixed annuity

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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.