<ul> <li>With immediate annuities the income flow starts immediately after a single premium purchase is locked in, and likely has no tax penalty for pre 59 1/2 withdrawals. </li> <li>Deferred annuities allow assets to accumulate until needed, maintain your withdrawal options for the future, and can be surrendered or withdrawn but likely have tax penalty of 10% for pre 59 1/2 withdrawals. </li> </ul>

With immediate annuities the income flow starts immediately after a single premium purchase is locked in, and likely has no tax penalty for pre 59 1/2 withdrawals. Deferred annuities allow assets to accumulate until needed, maintain your withdrawal options for the future, and can be surrendered or withdrawn but likely have tax penalty of 10% for pre 59 1/2 withdrawals.

<ul> <li>With immediate annuities the income flow starts immediately after a single premium purchase is locked in, and likely has no tax penalty for pre 59 1/2 withdrawals.&nbsp;</li> <li>Deferred annuities allow assets to accumulate until needed, maintain your withdrawal options for the future, and can be surrendered or withdrawn but likely have tax penalty of 10% for pre 59 1/2 withdrawals.&nbsp;</li> </ul>

Episode 42: Introduction to Annuities (Part 2)

E.A.S.E. Into Retirement is a weekly podcast dedicated to discussing Mosley Wealth Management’s perspective on what to expect before and during retirement. Hosted by Tom Mosley, MWM CEO and Founder, each episode will provide you our teams educated views on ways to better prepare yourself for those retirement years and your goals.
Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (MWM). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766

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E.A.S.E. Into Retirement is a weekly podcast dedicated to discussing Mosley Wealth Management’s perspective on what to expect before and during retirement. Hosted by Tom Mosley, MWM CEO and Founder, each episode will provide you our teams educated views on ways to better prepare yourself for those retirement years and your goals. Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (MWM). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766

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Episode 42: Introduction to Annuities (Part 2)

Episode 42: Introduction to Annuities (Part 2)