Retirement Income

Generate income without market risk using a fixed index annuity. Up to 6.8% withdrawals at age 65. Up to 7% withdrawals at age 73.

Annuities are long-term, tax-deferred investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Withdrawals made prior to age 59 1⁄2 are subject to 10% IRS penalty tax. Surrender charges apply. Guarantees are based on the claims paying ability of the issuing insurance company. Listed annuity sponsors are not affiliated with or endorsed by LPL Financial or J. Lyndon Financial.