Banking

Tax Strategies: Tax-Deferred Annuities

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Executive Summary

As you approach retirement, you will be faced with the need for a secure source of income. If you are looking toward retirement, you may want to consider annuities as an integral part of your financial plan. An annuity is a contract between an individual and an insurance company that provides the individual with tax-deferred accumulation and an option to receive a lump sum or fixed periodic payments starting on a specific date.

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