Annuities can play an important role in a client’s overall financial plan. Common uses for annuities in retirement planning may include, among other things, accumulating assets, supplementing Social Security or a pension, and receiving income for life. Depending on the type of annuity and the options you choose, you can get a guaranteed rate of return for your retirement money, protect your nest egg and income from drops in the market, secure a death benefit for your loved ones and, of course, have protected lifetime income for you.  


The first step, of course, is understanding whether an annuity makes sense for you. Do you need guaranteed lifetime income? When is the right time to stop working and retire? Will your money last as long as you need it to? How can you protect your retirement income from losses? Does the client need additional sources of tax deferral? These are some of the questions we need to discuss for us to be able to provide you with a personalized advice to help you achieve your financial goals.

Tax Planning in New York

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