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ANTHONY CAPITAL, LLC  ROADMAP  to  RETIREMENT INCOME T H E R O L E A N N U I T I E S C A N P L AY
ROA D MA P TO R ET I R EM EN T I N CO M E  2  This booklet is for informational purposes only. It is not intended to provi...
T HE R OL E A N N UI T I ES CAN P LAY  Table of Contents Performance and Guarantees Annuity Models                      Va...
ROA D MA P TO R ET I R EM EN T I N CO M E  Preface First introduced in America back in 1759, the annuity concept of making...
T HE R OL E A N N UI T I ES CAN P LAY  The Basics Before we go much further, it   s important to have a basic understandin...
ROA D MA P TO R ET I R EM EN T I N CO M E  It really comes down to the lifestyle you want and your retirement income goals...
T HE R OL E A N N UI T I ES CAN P LAY  Transportation Your transportation needs may change as you get older. If you get to...
ROA D MA P TO R ET I R EM EN T I N CO M E  Taxes Taxes may cause a wrinkle in retirement income strategies in part because...
T HE R OL E A N N UI T I ES CAN P LAY  Inflation Pressure  Cost of Living When preparing for retirement you should take in...
ROA D MA P TO R ET I R EM EN T I N CO M E  Housing Having your house paid off prior to retirement is a good idea, but it m...
T HE R OL E A N N UI T I ES CAN P LAY  Cost vs. Benefit  Finding the Right Balance Annuities are commonly criticized for t...
ROA D MA P TO R ET I R EM EN T I N CO M E  High Mileage  Life Expectancy The longer you live, the greater your chance of r...
T HE R OL E A N N UI T I ES CAN P LAY  Value of  100,000 with 5  annual withdrawals during a hypothetical 3-year market de...
ROA D MA P TO R ET I R EM EN T I N CO M E  Your Three-Point Turn As mentioned in the preface, an annuity can be an importa...
T HE R OL E A N N UI T I ES CAN P LAY  In its 2013 research paper titled,    Life Annuities  An Optimal Product for Retire...
ROA D MA P TO R ET I R EM EN T I N CO M E  Annuity Models In the past, retirees could typically count on three sources of ...
T HE R OL E A N N UI T I ES CAN P LAY  Variable Annuity A variable annuity is comprised of professionally managed portfoli...
ROA D MA P TO R ET I R EM EN T I N CO M E  Immediate Annuity With an immediate annuity, you use a lump sum of money to pur...
T HE R OL E A N N UI T I ES CAN P LAY  Fixed Index Annuity The fixed index annuity combines tax deferral and the potential...
ROA D MA P TO R ET I R EM EN T I N CO M E  The interest credited on your contract may be affected by the performance of an...
T HE R OL E A N N UI T I ES CAN P LAY  Owner   s Manual Contract Structure How you structure your annuity will affect its ...
ROA D MA P TO R ET I R EM EN T I N CO M E  However, you should be aware of the following requirements involved with making...
T HE R OL E A N N UI T I ES CAN P LAY  Conclusion An annuity could play an important part in your overall retirement incom...
ANTHONY CAPITAL, LLC  This booklet is for informational purposes only. It is not intended to provide tax or legal advice. ...