Logix Financial Services

Retire With Income

The Inflation Factor.

In the past few years, inflation hasn’t been the bogeyman it was in the past, but it’s still something to consider in your retirement planning. That’s why it pays to get professional advice from Logix Financial Consultants. They have a strategy for that.

Don’t Ignore Growth.

Most folks spend 20 or more years in retirement. So you’ll need to grow –– not just hold onto your assets. You may need to diversify, regularly review your investment choices, perhaps even use tactical strategies. Growth is key.

Annuities Have Their Place.

Annuities give you the benefits of tax-deferral similar to IRAs and 401(k)s.   Annuities can be a strategy for lifetime income, and can be structured so that any remaining proceeds of your policy go to your beneficiaries once you pass away.

Make a Plan.

Without professional advice, you won’t know what you don’t know. Logix Financial Consultants can help find what’s right for you based on your goals. That starts with a conversation. Contact us today. There’s no better first step to planning retirement income.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing.
Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

 

Have any questions?

Schedule an in-branch or virtual meeting to speak with one of our Financial Consultants.

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