Features
|
Annuity |
CD |
Money Market |
Muni Bond |
Corp Bond |
|
Free from principal/market risk
and price fluctuations
|
|
|
|
|
|
|
| Interest earnings are free from current taxation |
X |
|
|
X |
|
|
Interest earnings are reinvested automatically
with
no current income taxation |
X |
|
|
|
|
|
Tax liability on Social Security income is
eliminated
by deferred accumulation |
X |
|
|
|
|
|
| Able to make small additional investments |
X |
|
X |
|
|
X |
| Penalty free withdrawals |
X |
|
X |
X |
X |
X |
| SYSTEMATIC WITHDRAWALS |
|
|
|
|
|
|
Monthly, Quarterly, Semi-Annual
or Annual |
|
|
|
|
|
|
Payment of Earned Interest |
|
|
|
Payment of Fixed Dollar Amount |
|
|
|
Payment of Fixed Percentage |
|
|
|
| MEDICAL BAILOUT |
|
|
|
|
|
|
Nursing care rider allows 100%
penalty-free withdrawal |
|
|
|
|
|
|
Fatal illness rider allows 75%/l00%
penalty-free withdrawal |
|
|
|
|
|
Guaranteed lifetime income
with tax advantages |
X |
|
|
|
|
|
Automatically avoids the expense
and delay of probate |
X |
|
|
|
|
|
Total |
10 |
2 |
2 |
2 |
1 |
3 |
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