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Annuity

An Annuity is a retirement income planning vehicle that protects your assets followed by growth. You may also have income for life on yourself and your spouse if setup properly. Protection of assets, income for life, inflation protection, growth with downside protection from market volatility and legacy planning are a few reasons people get annuities. It's very important to know which of the four types below are best for your situation. 

  • Fixed- The annuity's value accumulates at a constant rate
  • Indexed- The value of your annuity is linked to an index but is protected from market fluctuations
  • Immediate- You purchase the annuity for a one-time price and begin receiving payments immediately
  • Variable- You invest the annuity in stocks, subject to the normal risks of the market

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Carrier Ratings

It's important to choose the right annuity for your specific situation. Since these contracts are not FDIC insured, choosing an annuity from a reputable company is important. Education on carrier ratings is recommended. 

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Annuity Advantages

Like 401(k)s, 403(b)s, and other retirement savings plans, annuities are tax-deferred, meaning you don't have to pay taxes on the growth until you withdraw it. Unlike those plans, there is no limit to the amount of money you can contribute per year. This makes annuities ideal for those with savings or retirement accounts and a desire to grow or receive income off there assets while being protected.

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Annuity Riders

There are different riders that can be attached to annuities that achieve certain goals. Some of which are income and death benefit riders. These offer guaranteed income and guaranteed growth for death benefit purposes.

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Choosing the Right Agent

You want to make sure the agent your working with isn't biased towards using one or two insurance companies. If they are captive with an insurance carrier, it means they can only show that insurance carriers solutions. You want to make sure they are searching numerous carriers to find the right solution for your particular situation and not bound by one, two or three insurance carriers.  

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Souping Up Social Security

Social Security's many strategic options are both a blessing and a curse. They allow you to be flexible when planning for your retirement, but choosing between so many strategies is bound to be confusing. Wolfgang keeps this confusion to a minimum with the help of Maximize My Social Security software. We enter your financial information, calculate the different ways each strategy will affect you, and select the strategy that offers the largest payout during your life expectancy.

 

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Making Ends Meet

Social Security is rarely enough to meet your retirement needs, which is why Wolfgang provides in-depth financial planning for all our customers. We determine all your likely costs of living during retirement, as well as all the income you will receive from annuities, pensions, Social Security, and other sources, adjusting everything for inflation.If there is any chance that your income won't meet your expenses, we help you develop a plan to make ends meet. With are commitment to providing you with financial security throughout a long, happy life.

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Mailing Address
28765 Single Oak Drive, Suite-150
Temecula, CA 92590
CA License# 0K07551
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Ph:  951.200.5084
Fx:  951.200.5093

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wolfgang Financial and Insurance Agency LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Wolfgang Financial and Insurance Agency LLC. Wolfgang Capital LLC and Wolfgang Financial and Insurance Agency LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of California or where otherwise legally permitted. Neither Wolfgang Financial and Insurance Agency LLC nor Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Wolfgang Capital LLC, Wolfgang Financial and Insurance Agency LLC and Zachary Herzog are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to Wolfgang Financial and Insurance Agency LLC. Unauthorized use of the material is prohibited.

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