Citizen Advisory Group

Add to Favorites

OPEN NOW

Today: 8:30 am - 5:00 pm

18 Years

in Business

Is this your business?

Customize this page.

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Income Tax
An Annuity is a long-term financial product designed largely for asset accumulation and retirement needs. All guarantees are backed by the claims-paying ability of the issuing insurance company. Annuities generally contain fees and charges which include, but are not limited to, surrender charges, administrative fees and for optional contract riders and benefits. Withdrawals and death benefits may be subject to income tax. If withdrawals and other distributions are received prior to age 59 1/2, a 10% penalty may apply. Annuities typically carry surrender charges for several years that may be assessed against withdrawals. Certain annuity product features, such as stepped-up death benefit, a bonus credit, and a guaranteed minimum income benefit, will generally incur additional fees. If you are investing in an annuity through a tax-advantaged plan such as an IRA, you will get no added tax advantage. Any comments regarding safe or secure investments or guarantees of income refer only to fixed insurance products and do not refer in any way to securities or investment advisory products.

Provided by

Email: Email Business
Extra Phones: Phone: (321) 914-0901
Payment method: amex, cash, discover, master card, visa, debit
Neighborhoods: Port Malabar, Port Malabar Country Club
Other Link: http://www.citizenadvisory.com
Categories: Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Rest Homes, Retirement Planning Services, Taxes-Consultants & Representatives

Be the first to add a photo!

Hi there!
Be the first to review!

Click to Rate

Phone: (321) 914-0900

Address: 4951 Babcock St NE, Palm Bay, FL 32905