 | Does your plan stack up? |
Our focus at Evergreen Financial Group is the protection of our clients' assets through a proper mix of insurance and investments.
 | 401(k) Rollover
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 | Mutual Funds, Stocks, Bonds
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 | Fixed Indexed Annuities
Having become a popular investment option among retirees, Fixed Indexed Annuities offer you a higher potential return than a traditional fixed investment because they are tied to market indices. Like all annuities, fixed indexed annuities come with a surrender schedule that needs to be fully disclosed to you at introduction of the annuity itself. All gains in an Index Annuity are also Tax-Deferred. |
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| Fixed Annuities & CD's If you are looking for the most guaranteed investment options then your portfolio should involve mostly CDs and/or Fixed Annuities. Both of these options simply depend on whether your interest should be Tax-Deferred. If you are not touching the interest you earn then you should absolutely consider the benefit of tax-deferring it! |
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| Stretch IRA (Legacy IRA)
Many retirees will never draw their IRAs down which leads to a serious problem: leaving an IRA to a child or grandchild when 100% of the distribution will be taxable as income. The Stretch IRA can not only dramatically increase the total distributions your children AND grandchildren receive but also leave a legacy to your family years after you are gone! |