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Identify the impact annuities could have on your clients’ retirement plans. Our alliances with industry-leading wealth-management technology providers can help with the aggregation of annuities and other investments in your portfolio-management and financial-planning tools.
What is an Annuity?
Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.
Projecting expenses in retirement just got easier for your client with the Retirement Expense & Income calculator from Jackson. Our tool provides a way for you to help your clients effectively project their expenses in retirement using factors such as current income, retirement age, and retirement state. You can also calculate the gap between essential expenses and guaranteed income to help your client find a solution.
Social Security is a foundational part of a retirement income plan and deciding when to start collecting monthly benefits is an important decision. Our Social Security calculator, powered by Envestnet MoneyGuide, is designed to help make a client's decision easier.
Deposits into an annuity are tax-deferred*, which can have a dramatic effect on the growth of an investment. Use this calculator to compare your client's tax advantages of purchasing an annuity versus an investment account where the interest is taxed each year.
Tax-deferral can have a dramatic effect on the accumulation and withdrawal amounts of an investment. This analysis will help to compare the accumulation values and after-tax withdrawals of an investment subject to income tax each year versus deferring the tax until withdrawals occur.
It can be difficult for clients to articulate what they really want from retirement, making it harder for you to help them get there. Our assessment tools offer everything you need to kickstart a meaningful conversation—and it’s all in one place.
Finding tax inefficiencies based on your client's prior-year tax return may help identify opportunities for growth. Show your client inefficiencies within different sections of their 1040 IRS form. Tax deferral through an annuity may also help with these inefficiencies.
Highlight the true value of what you provide to your clients by taking advantage of these resources for Jackson-registered professionals.
Jackson offers support to help you assess if annuities are a good fit for your clients with the planning software you use every day.
Capital Group | American Funds explores how variable annuities may help mitigate a number of risks that investors face.
J.P. Morgan suggests investors may consider using tax-efficient investing vehicles, such as variable annuities
You can connect with our dedicated consultants in many ways. Send us a note and we will get back to you within 24 hours, or contact us at: (800) 711-7397.
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*Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a “non-natural person” such as a corporation or certain types of trusts.
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.
Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.
Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.