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  •  Tel: 608-356-7449
  •  jennifer.kinzler@thirdoakinv.com

 

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  3. Annuities

Annuities

Annuities are a potential way to establish a reliable lifetime income stream. By partnering with LPL Financial, we can combine our understanding of annuities with LPL Financial's access to extensive offerings and strategies that have potential benefits for your long-term financial well-being. 

Annuities can play an important role in a client’s overall financial plan. With people living longer and having fewer options for secure retirement income, annuities can be part of a strategy to help clients seek to avoid outliving their retirement savings.

 

*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 ½ are subject to 10% IRS penalty tax. Surrender charges apply.  Guarantees are based on the claims paying ability of the issuing insurance company.

Our Services

  • Business Retirement Planning
  • Retirement Planning
  • Tax Strategies
  • Annuities
  • Insurance
  • Investment Solutions

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109 3rd Avenue
Baraboo, WI
53913 USA

  •  Tel: 608-356-7449
  •  jennifer.kinzler@thirdoakinv.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  The investment products sold through LPL Financial are not insured Baraboo State Bank deposits and are not FDIC insured.  These products are not obligations of the Baraboo State Bank and are not endorsed, recommended or guaranteed by Baraboo State Bank or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, IL, KS, FL, MI, MN, NC, NJ, NV, OH, TX, UT, WA, WI.

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