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Build Your Annuity Income Inland Empire & Orange County Fiduciary

Safe & Secure Retirement is committed to helping you secure your future through reasonable returns and minimal risks. Annuities present a unique opportunity in retirement planning, offering both a stable source of guaranteed* income and a significant degree of growth potential. Our fiduciary helps people throughout the Inland Empire and Orange County determine how annuity income can factor into their retirement plans.

Modern retirement planning tends to shift the burden of retirement income to you as an individual. As a result, you may want to consider a guaranteed fixed income component to your own plan. There are many different annuities to choose from: some offer growth, some offer income, and some offer growth followed by income. Finding the right annuity for your situation is key. Let us guide you in finding the right type.

An annuity is a contract established between yourself and an insurance company. For the premium you pay, you receive fixed or adjustable interest crediting options that can be tax deferred until withdrawn. In other words, the annuity offers various guaranteed payout options when you are ready to receive income distributions

Ask Us about Annuities for Retirement Today

Annuities are an excellent source of guaranteed income, but they have their limitations. The fiduciary and financial advisor at Safe & Secure Retirement will help you determine how annuities for retirement can best fit within your own retirement plan. With a careful and honest analysis of your goals, our RICP, Mark Billes, and his staff will help you best implement an annuity contract into your retirement portfolio.

For example, most annuities allow you to withdraw a percentage of the contract’s value each year up to a certain limit. However, your withdrawal will reduce the contract value, as well as the value of any protected benefits, leaving you with less value to withdraw from in the future. Moreover, if you withdraw too much within the first 5 to 10 years of the annuity, you can also end up owing surrender charges. Our independent advisor will carefully guide you through the best ways to balance the annuity, helping you grow the annuity until it is ready to become one of your income vehicles. 

Safe & Secure Retirement is ready to help you plan out your retirement. To learn more about annuities and the opportunities they present for your future, call us today.

*Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are not FDIC insured.

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Any distributions from an annuity may be subject to income tax and, if taken prior to age 59 ½, an additional 10% federal tax. Early withdrawals from an annuity may result in loss of principal and credited interest due to surrender charges. Fixed indexed annuities are designed to meet long-term needs for retirement income, and they provide guarantees against the loss of principal and credited interest, and may offer the reassurance of a death benefit for beneficiaries.

Advisory services are offered through Retirement Investment Advisors, a Registered InvestmentAdvisor in the State of California, Retirement Investment Advisors, a SEC Registered InvestmentAdvisor. Retirement Investment Advisors and Safe and Secure Retirement Insurance Services are notaffiliated with or endorsed by the Social Security Administration or any other government agency.Insurance products and services are offered through Safe and Secure Retirement Insurance Servicesan affiliated company.

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