Annuities
With today’s longer life spans, you many spend almost as much time in retirement as you’ll spend working. To maintain your standard of
living, it’s important to consider a broad array of investment solutions. Regardless of whether you are getting a head start on retirement
planning, or are already retired, annuities can help you accumulate money for the future and provide a guaranteed stream of lifetime
income*.
Features and Benefits
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Unlimited contributions – typically there are no IRS limits on the amount you can deposit each year**. |
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Tax-deferred earnings – generally you pay no income tax on your earnings until you withdraw money or receive money in the form of
annuity payouts***. |
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Option of guaranteed lifetime income* – you select from a wide range of options as to how long you want to receive payments. |
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Guaranteed Death Benefit* – most annuities guarantee payment to your beneficiaries, which may avoid probate. |
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No required distributions at age 70 ½****. |
Through our relationships with various annuity providers, Harris offers two types of annuities:
For additional investor information about annuities from the FINRA, SEC and other independent sources visit the FINRA and SEC Web
sites www.finra.org  and www.sec.gov .
Other investment considerations
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Investors should consider the contract and underlying portfolios’ investment objectives, risks, charges and expenses carefully before investing. This and other important information are contained in the prospectuses and Statements of Additional Information, which can be obtained from your financial advisor. You should read the prospectuses carefully before investing. |
To learn more about investment advice and guidance, call us at 1-877-225-3863 or email us.
Member FINRA/SIPC
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