ABOUT ANNUITIES

We also have fixed often indexed annuities that make sure you don’t outlive your money. Hence, you can plan for life and for death and for taxes. You can receive tax-free retirement income. You can grow your money and your death benefits. And, you can do it all without risk.

Remember the old adage: a good plan is always better than a good guess? The security of your future begins today with sound planning a dependable source for lifetime income. Nearly 90% of adults say they are not confident about having enough money for a comfortable retirement (Lifehappens.org, 2014). Further, nearly half or all Americans have less than $10,000.00 saved for retirement (Employment Benefit Research Institute, 2013).

Fixed Indexed Annuities give you safety of principal, guaranteed income, liquidity, and tax-deferred growth. An IRA, Roth IRA or 401K in a Fixed Indexed Annuity will give you the growth and security you deserve for your very hard earned money.

ANNUITIES ARE APPROPRIATE FINANCIAL PRODUCTS FOR INDIVIDUALS SEEKING STABLE, GUARANTEED RETIREMENT INCOME. 

Annuities are appropriate financial products for individuals seeking stable, guaranteed retirement income. Because the lump sum put into the annuity is illiquid and subject to withdrawal penalties, it is not recommended for younger individuals or for those with liquidity needs to use this financial product. Annuity holders cannot outlive their income stream, which hedges longevity risk.

 

A fixed indexed annuity is a long-term investment that allows your assets to grow tax-deferred.

What are annuities?

If you’re looking for principal protection with the potential to earn an attractive rate of return that is tied to the market, without being directly invested, a fixed indexed annuity may be a fit for you. A fixed indexed annuity is a long-term investment that allows your assets to grow tax-deferred, and for an additional cost, offers an optional guaranteed lifetime withdrawal benefit (GLWB) that provides a guaranteed “retirement paycheck” for you and your spouse that is guaranteed to grow each year income is deferred (up to 10 years). The guaranteed income (your “retirement paycheck”) is designed to help cover your essential living expenses, as defined by you, in retirement.

About The Gottlieb Group

The Gottlieb Group, owned by Adrienne Gottlieb, is a full service insurance firm specializing Term, Whole, Universal Life Insurance, and Retirement Planning. Adrienne is a retired lawyer that proudly represents 30 + companies, coupling her extensive knowledge with her insurance expertise, Adrienne provides individualized service to each and every client. 

The Gottlieb Group proudly serves New Mexico residents and is located in Santa Fe, New Mexico.

Contact Adrienne Gottlieb, The Gottlieb Group

505.577.2622

thegottliebgroup@gmail.com