Annuities

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We value your privacy. We never sell,
share or rent your info.

Have questions? Text (386) 871-7583

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

Lack Of Research
Not thoroughly understanding the annuity product leads to costly decisions.

Inflation
Failing to account for inflation diminishes purchasing power over time.

Overcommitting
Locking too much money into an annuity limits liquidity and flexibility.

Taxes
Not considering tax implications can lead to unexpected financial burdens.

Annuity Type
Selecting the wrong annuity type can misalign with retirement goals.

Health Status
Failing to consider life expectancy when choosing an annuity can reduce benefits.

Diversification
Putting all eggs in one basket with annuities can increase risk.

Spousal Benefits
Neglecting to add spousal benefits can leave a spouse unprotected.

Procrastinating
Delaying annuity purchases can lead to missed opportunities for better terms.

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Tax Free Wealth Group LLC
425 N Peninsula Dr. Ste. 185
Daytona Beach, FL 32118

(386) 675-0001
(386) 871-7583 Mobile

www.tax-freewealth.com

dan@tax-freewealth.com

Tax Free Wealth Group LLC
425 N Peninsula Dr. Ste. 185
Daytona Beach, FL 32118

(386) 675-0001
(386) 871-7583 Mobile

www.tax-freewealth.com

dan@tax-freewealth.com

Tax-Free Wealth Group LLC, including its owners (such as Dan Morris), officers, directors, employees, subsidiaries, affiliates, licensors, service providers, content providers, and agents (collectively referred to as the “Publisher”), serves as a financial education resource. The content provided is in-tended solely for informational purposes and should not be interpreted as financial advice. All information in this publication is meant to educate and inform. It is separate from professional consultation. Unless otherwise explicitly stated, the views expressed are solely those of Dan Morris and Tax-Free Wealth Group LLC. While the data presented is believed to come from reliable sources, Tax-Free Wealth Group LLC and Dan Morris make no guarantees regarding the accuracy or completeness of information provided by third parties. Readers are encouraged to discuss all ideas and information presented in this publication with their trusted professionals, including but not limited to their Advisor, Financial Planner, Tax Consul-tant, Attorney, or Investment Advisor, before making any financial decisions or taking action.