Retirement Planning

Where are YOU in your retirement planning?

We've been helping mature investors feel secure in their retirement
for over two decades. Let us help you! It all begins now!

Do you have questions?

We know there is a lot of information online but wouldn't it be nice to talk to someone with real retirement planning experience? Someone interested in creating a secure financial future for you and your family.

We are here to help. Call one of our retirement planning professionals today at
(888) 804-1199.

We know planning for a lifetime of income can be overwhelming.
Start planning your retirement today with a personal phone call to discuss:

Where you are

Ready for retirement?
(If you haven't already)
Have a plan?
Investments all over the place?
Enough money to last a lifetime?
Confused and overwhelmed?

What you want

Rewarding retirement.
The perfect lifestyle.
Guaranteed income for life.
Peace of mind.
Provide for loved ones.

To know what investment strategy is appropriate for your needs, you need to sit down with someone with expertise so that there is a proper evaluation of your circumstances. Whether you are looking to save money and watch your investment grow or take an income now that you can't outlive, The Annuity Connection can help.

So what's next? I want to...

Save money for retirement and watch it grow

We can help you grow your nest egg with tax-deferred savings plans. These plans have provided our clients safety, security, and guarantees. Safety coupled with the opportunity for growth - a good match!

Get guaranteed income during retirement

Our clients have peace of mind and security, knowing that they have a monthly income guaranteed for the rest of their lives. They can't out live the benefits, and many are able to leave a legacy for their heirs.

Featured CD-type Annuity Rate

4.30 %

9 Year Term

or, see other rates here.

Do You Have Questions?

How do I know if I can retire?
I don't want to outlive my savings.

Is this really a good time to invest?
I'm nervous about the economy downturn.

How much can I safely withdraw from my retirement savings each year?

Retirement Calculators

Retirement Planner

Retirement Income

Personal Economic Recovery Calculator

Social Security Benefits

1040 Tax Calculator

Fixed Annuity Calculator

Roth IRA Conversion

Roth vs. Traditional IRA

Required Minimum Distribution (RMD)

RMD & Stretch IRA Calculator

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This site has been published for residents of AZ, CO, CT, GA, IL, LA, MD, MI, MN, MS, NJ, NV, NY, NC, OH, PA, SC, TN, TX, & VA. All original written content on this site is for informational purposes only. Opinions expressed herein are solely those of The Annuity Connection, editorial staff or author of the article. Material presented is believed to be from reliable sources. However, we make no representations as to its accuracy and/or completeness. Annuities are not a deposit in any bank. They are not FDIC insured by any Federal Government Agency. Annuities are backed by the financial strength of the issuing insurance company. Therefore any guarantees are based upon the claims-paying ability of the issuing insurance company. There are independent rating companies such as Moody’s, A.M. Best, Standard & Poor’s, Fitch and Weiss that evaluate the financial strength of insurance companies and publish their assessments of each company. Before making any financial decisions, it is recommended to consult with a financial professional.