REBEL TAX & BUSINESS CONSULTING
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Annuities
Annuities in Tampa, Florida
Annuity Services are becoming increasingly important as longer life expectancy creates new challenges in retirement planning. With more retirement years to fund and the possibility of unexpected expenses, saving enough to meet long-term needs can feel overwhelming. For many individuals, an annuity offers a reliable solution to help create lasting financial stability.
We provide annuity services to residents of Florida, helping you navigate available options and choose the annuity best suited to your retirement goals. Our team focuses on guiding you toward long-term financial security with clarity and confidence. Contact us today to learn more about our annuity services and expertise.
Our Annuity Services
When properly utilized, especially in combination with other financial investments like Social Security and pensions, annuities can be an excellent way to supplement a retiree’s income. However, the many types of annuities available and the complex nature of retirement investing means that trying to make sense of things without guidance could leave you open to making uninformed decisions that may not actually be to your benefit.
At REBEL Tax & Business Consulting, we help you to understand all of your financial options, including annuities, and can advise you into which types and plans are most likely to benefit you. We facilitate purchase and payout and help you keep tabs on the stages and development of your annuity, so you know your financial status at any given moment. We recommend annuities as part of a custom-built investment plan, allowing our clients the opportunity to grow their funds while maintaining the flexibility to deal with changing life circumstances.
Types of Annuities
Annuity types can vary in how you pay into them, how you receive money from them, and how the funds may be invested in the interim period. The most common types of annuities include:
- Single-Premium Annuities: In which you pay the investment all at once.
- Flexible-Premium Annuities: In which you pay the investment in installments, requiring less money up front.
- Immediate Annuities: This type begins repayment immediately after the annuity is fully funded (often with a single premium). It is most often used by new retirees looking to grow their retirement funds.
- Deferred Annuities: Payout begins at a designated time many years after the contract is made. Payments may be given in a lump sum, or in a series of regular payments over a guaranteed period. These are often used as long-term investment vehicles, and benefit from being tax-deferred.
- Fixed Annuities: The funds are placed into a fixed income investment (such as a bond), providing a guaranteed principal with a fixed interest for a specified period. Because of these guarantees, this investment vehicle is considered low-risk.
- Variable Annuities: This annuity offers the flexibility of choice, allowing you to designate your money to multiple managed funds, namely stocks, bonds, and cash-equivalents. It is higher risk than a fixed annuity, but offers the benefit of a tax deferral on any earnings.
Annuity Services Fixed Index
This annuity falls somewhere between a fixed and a variable annuity. These annuities provide tax deferrals as well as principal protection, ensuring that the original deposit will not decrease if the index performs poorly. *
Fixed index annuities can offer greater opportunity for growth than a standard fixed annuity, but the principal protection provides less risk than a variable annuity. Spousal opportunities or beneficiary options may also be available, giving you the ability to financially protect your loved ones as well as yourself. For many working toward retirement, this balanced option provides a useful tool to supplement their income.
Annuity Services for Long-Term Retirement Security
At REBEL Tax & Business Consulting, we help clients define clear financial goals and plan confidently for retirement. Our team applies years of experience to deliver informed recommendations. As a result, we avoid speculative strategies that could place your hard-earned capital at unnecessary risk.
For this reason, our approach emphasizes stability, discipline, and long-term value. Whether you are planning for retirement or seeking dependable income, we guide you with clarity and care.
Therefore, if you are ready for intelligent investment and retirement planning, schedule a consultation today.
Important Notice:
The information on this website is provided for general informational purposes only. It does not constitute tax or legal advice. Accordingly, you should consult a qualified tax or legal professional for guidance specific to your situation.
Annuity product guarantees depend on the financial strength and claims-paying ability of the issuing insurer. However, annuities are not bank guaranteed and are not insured by the FDIC or any federal government agency.
Finally, please complete the form below to contact our team and begin the conversation.
Call or email today to schedule a consultation. You'll be glad you did.
Have Any Question?
- 813-494-0916
- info@rebeltaxpro.com
