Annuities - Beacon Wealth Management

WDTV News Segment Beacon Wealth Management Solutions 4 Financial Independence with John T. Halterman. I worked for a company for 40 years. When I retired, I rolled my 401(k) over to a few different annuities at the bank. Every so many years, they tell me to switch to another annuity. Are they good investments or are they cheating me? Would you say it’s a good investment or a bad one?

IRA Distributions Count As Earned Income

Manage Tax Burden

Cash Out Pension

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE, KY, CA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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