The Power of a Tax-Deferred Annuity A tax-deferred annuity offers a powerful combination of benefits that help protect against many of today’s common retirement concerns.
Common Retirement Concerns
Single Premium Deferred Annuity Benefits
Outliving Income
Tax Exposure
Access to Funds
Taking Care of Loved Ones
Principal Protection
Guaranteed Income
Tax-Deferred Growth
A Level of Liquidity
May Avoid Probate
Principal Protection: Fixed annuities are a safe-money alternative with guaranteed interest and guaranteed income backed by the financial strength of American Equity. Guaranteed Income: Flexible payout options available, including lifelong paychecks. Tax-Deferred Growth: Earn interest on money without paying taxes on it until any distribution occurs. It enables faster growth by allowing credited interest to compound over time.*
A Level of Liquidity: Each contract defines various opportunities to withdraw funds, such as Free Withdrawals, Partial Withdrawals and lifetime income options. (Subject to applicable Surrender Charges.) May Avoid Probate: If applicable, beneficiaries receive any remaining value in the contract while avoiding the expense and time spent in probate.
*Assumes contract is owned by an individual.
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