Quick Path to Guaranteed Wealth Immediate Annuity Income Quote

Financial Security and Tax Advantages

Immediate annuities offer significant tax advantages. The income received from these annuities is often partially tax-free, as it is considered a return of your principal investment. This tax efficiency can enhance your overall financial strategy, especially if you are in a higher tax bracket. Furthermore, immediate annuities can be a strategic tool for estate planning, ensuring that your beneficiaries receive a portion of your investment.