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Monthly income that you are currently receiving from places like Social Security, Defined Benefit Plans, and Work.

Are you interested in using a small portion of your retirement funds to purchase life time income?

A SPIA, or Single Premium Immediate Annuity, is purchased from an insurance company as a source of guaranteed income to augment other retirement income. How the annuity is taxed is based on how the SPIA is funded. Generally SPIAs, outperform CD’s and Treasury Bonds.

Once purchased, a SPIA has no liquid cash value.

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Risk/Return of your Investments