Fixed Annuities
- Introduction
- Deferred and Immediate Annuities
- Payout Phase
- Alternate Annuity Product Features
- Individual Retirement Annuities
- Due Diligence
- Taxes
- Are Fixed Annuities for You?
- Summary
Summary
You should now have enough information to have an idea about whether a fixed annuity may be something that you should consider. Remember to review some of the main points that have been covered here as you move on to the next step: tax-deferral, long-term investing, the need for funds before and/or after retirement, and other alternatives for your money. A licensed representative can help explain your choices and may be able to help you choose the annuity that best suits your needs.
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a Registered Broker-dealer (Member FINRA/SIPC) and SEC-registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. General Electric Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.