Make Your Plan

Don’t just survive, thrive in retirement. We offer a variety of options to help supplement your future income and help achieve your financial goals. Annuities provide a way to turn your savings into a stream of income, including income for a specific time period or a lifetime.

403(b) Plan

Participating in a 403(b) Plan allows you to reduce your federal taxable income by the amount you choose to contribute.

  • Tax-deferred growth
  • Flexibility on contribution changes
  • Loans may be available, if the plan allows
  • Automatic payroll deductions

457(b) Plan

A 457(b) Plan is a deferred compensation plan that allows eligible employees to save for retirement by deferring compensation with pre-tax dollars.

  • Tax-deferred growth
  • Loans may be available, if the Plan permits
  • Automatic payroll deductions
  • Not subject to the IRS 10% early distribution penalty tax

Traditional IRA

With a Traditional IRA, contributions are made with pre-tax or after-tax dollars that can grow tax-deferred.

  • Contributions may be tax deductible
  • Tax-deferred growth
  • Available to individuals under age 70 ½ with earned income
  • Limitations on contribution amounts

Roth IRA

With a Roth IRA, contributions are made with after-tax dollars, and it offers the possibility of withdrawing account earnings on a tax-free basis.

  • Tax-free qualified distributions1
  • No required minimum distributions
  • Participation limited based on income
  • Limitations on contribution amounts

Variable Annuity Performance

Monthly updates and detailed information about Variable Annuity Accounts.

Learn more

 

A distribution from a Roth IRA is tax-free and penalty-free provided the owner has satisfied the 5-year holding rule and the distribution is on account of attaining age 59 ½, death, disability, or qualified first time home purchase.

 

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