Annuities
Annuities can provide a series of payments that typically start at retirement and continue for the rest of the contract owner's life. Annuities also provide retirement income for either a fixed period of time or for the rest of an annuitant's life. Retirement income payments can begin immediately with the purchase of an annuity or be deferred to some time in the future.*
Annuities are long-term contracts designed for retirement purposes and may not be suitable for meeting short term objectives. Withdrawals of taxable amounts are subject to ordinary income tax and if taken prior to age 59 1/2, a 10% IRS tax penalty may apply. Surrender charges may apply during the policies early years. Principal and benefit repayments are based on the claims-paying ability of the issuing company.
Annuities are long-term contracts designed for retirement purposes and may not be suitable for meeting short term objectives. Withdrawals of taxable amounts are subject to ordinary income tax and if taken prior to age 59 1/2, a 10% IRS tax penalty may apply. Surrender charges may apply during the policies early years. Principal and benefit repayments are based on the claims-paying ability of the issuing company.
Securities Offered through LPL Financial LLC. Member FINRA/SPIC, William T. Zimmer, Registered Representative, Advisory Services offered through LPL Financial LLC, William T. Zimmer, Investment Advisor Representative.
Zimmer Insurance Group and LPL Financial LLC companies are unaffiliated. William T. Zimmer is licensed to offer securities in AZ, IA, KS, MO, NE, NV, OK, and WI through LPL Financial LLC.
*Check the background of this investment professional on FINRA's BrokerCheck.
Click here for FINRA website and click here for SIPC website
Zimmer Insurance Group and LPL Financial LLC companies are unaffiliated. William T. Zimmer is licensed to offer securities in AZ, IA, KS, MO, NE, NV, OK, and WI through LPL Financial LLC.
*Check the background of this investment professional on FINRA's BrokerCheck.
Click here for FINRA website and click here for SIPC website