annuities – Cravitz Financial & Insurance Solutions

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How Do Penalties And Free Withdrawals Work On Annuities?

When you withdraw money from a deferred annuity you will pay a surrender charge on the amount that you withdraw that is more than the free withdrawal amount. Many deferred annuities such as fixed annuities and fixed annuities allow you to withdraw 10% per year without penalty. Some allow you to withdraw the money if […]

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Should I Buy An Annuity {Case Study}

Should you buy an annuity to help provide the income you need in retirement? In this video I will share an actual case study and we will look at the pros and cons of either buying or not buying an annuity.

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cravitz Financial & Insurance Solutions are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.  Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.  CA Insurance License #0C86000.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Ryan Cravitz and/or Cravitz Financial and Insurance Solutions are not affiliated with or endorsed by the Social Administration or any other government agency.

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