Top Content Curve

Marketwatch

Dow 10023.42 +17.46 4:30pm
Nasdaq 2112.44 +7.12 5:30pm
S&P 500 1069.30 +2.67 4:59pm
Separate multiple symbols with a space

Annuities

Annuities

Investing With Tax-Deferred Annuities

Why Let Income Taxes Put a Drag on Your Retirement Savings?

Variable annuities can be an effective retirement savings option that offers the powerful combination of tax deferral with the potential to increase your pool of retirement assets. While the investments of a variable annuity's underlying funds can cover a wide variety of asset classes, the greatest potential for growth has historically come from equity investments.

When adding the benefit of tax-deferred compounding to the growth potential of equities funds, variable annuities have the ability to increase your assets faster than inflation erodes them, and provide the money you will need for retirement. To learn more, refer to our An Overview of Variable Annuities brochure.

When adding the benefit of tax-deferred compounding to the growth potential of equities funds, variable annuities have the ability to increase your assets faster than inflation erodes them, and provide the money you will need for retirement. To learn more, refer to our An Overview of Variable Annuities brochure.

Invest with a Leader

We offer annuity products with the latest features, designed by some of the industry's largest issuing companies.

We monitor the financial performance of these companies, as well as their creditworthiness, which is measured by independent rating agencies such as A.M. Best, Standard & Poor's, Moody's and Fitch (formerly Duff & Phelps).

Important information: Compensation and Revenue Sharing

Important information: Compensation and Revenue Sharing

Past performance is no assurance of future results.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with SBHU Life Agency, Inc.

Citi Personal Wealth Management, and Citi Private Bank offer insurance products in conjunction with Citigroup Life Agency LLC. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746).

For more information, please contact your Financial Advisor.

Bottom Content Curve