What Makes National Life Group Better? Our products, services, and long history of supporting retirement plans.
RetireMax Secure Current Information
As of
Initial Guaranteed Interest Rate
%
. Withdrawals in year and above % of the accumulated value in years - are subject to withdrawal charges. . Census Bureau, Aug , . . Policy Years are yearly periods that start on the issue date and on the same month and day each year thereafter. . Guarantees are based on the claims paying ability of the issuing Company.
. Buying an annuity within an IRA or other tax-deferred retirement plan doesn’t give you any extra tax benefits. If considering an annuity within a retirement plan, base your decision on the annuity’s other features and benefits as well as its risks and costs, not on its tax benefits. . Withdrawals prior to age ½ may be subject to a % federal tax penalty. . Benefits at annuitization could be reduced if a misstatement of age or sex has occurred. . We believe this to be true in most states. The Iowa Insurance Division informed us that annuity contract values are includable in the probate estate in Iowa, and the attorney can charge a statutory fee against the value of the annuity contract. Consult a legal advisor in your state. RetireMax Secure annuity, form series . This advertising material is used by multiple states, some with varying form number requirements; therefore, all required variations are provided. Not all policies or riders are available in all states – please check with your agent regarding availability in your state. One National Life Drive, Montpelier, VT | - - - | www.NationalLife.com
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