Financial
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Annuities

You worked hard and saved during your lifetime. You deserve to keep as much of your money as possible, and pay less to Uncle Sam.

Many seniors have annuities as part of their investment portfolios. Both fixed and variable annuities have the advantage of earning interest tax deferred and also death benefit guarantees*.

Dan Ross Financial Services will evaluate your situation, discuss the differences in annuities and recommend a financial plan that is appropriate for you.

What is the best interest rate I can earn on an annuity right now?
Should I be a certain age to purchase an annuity?
Once I buy an annuity, how long before I can receive a monthly check to increase my income?

Contact the Experts
Dan Ross Financial Services
(800) 724-8977

* Withdrawals are taxed as ordinary income and withdrawals prior to age 59½ may be subject to additional IRS penalties.

The guarantee is dependent on the claims paying ability of the issuing insurance company.

Securities offered through
Cadaret, Grant & Co., Inc., Member FINRA/SIPC