Fixed
Annuities
Tax-deferred annuities
are great tools to help you save for retirement. They
offer the advantage of building long-term income by
allowing contributions, which grow tax deferred. In
addition, annuities can offer unique benefits. Whether
an annuity is right for you depends upon your current
financial situation and future plans.
A fixed annuity is a
conservative financial product that offers important tax
advantages. When you are looking to place money beyond
the reach of market volatility, a fixed annuity should
be used for money that you don't need immediately - and
that you want to protect.
Tax-deferred
Compounding - An Important Advantage
Earnings from annuities
are allowed to increase without being diluted by taxes.
Taxes are not paid until you begin to take distributions
from your annuity - which is usually during retirement -
when you may be taxed at a lower rate. The benefit?
Tax-deferral allows your annuity to grow much faster.
All
Insurance products are offered to residents of Wisconsin
and Minnesota.
Contact your nearest Bank
Mutual Office for purchase of tax-deferred fixed annuity
products. Or call 262-784-9090 or 1-800-242-9090 for a
location nearest you.
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