Not satisfied with your investment fund portfolio?

When investing, it is important to understand the factors which affect your returns. Will Rogers once said, "It is not the return on my investment I am concerned about; it is the return of my investment."

In today's marketplace the cost of taxes, inflation, market conditions, global factors, and even managers of each mutual fund can affect your investments.

At Got Annuities LLC we would like to encourage you to educate yourself on how annuities may be part of your investment portfolio and the advantages that annuities have versus mutual funds.

A few of the advantages that annuities have include:

1. Non-Qualified annuities grow tax deferred while mutual funds do not.
   
   
2. Mutual Funds create an income tax trap for individuals purchasing funds late in the year.
   
   
3. Mutual Funds can make annual taxable distributions to fund owners, even if the values of their mutual funds have decreased. In some cases, the taxation on these embedded gains can run into double and triple digits.
   
   
4. Annuities are easy to position so that the annuity will not be subject to either estate or income taxes at the time of the owner's death.
   
   
5. The ownership of mutual funds can in many cases cause social security to be subject to income taxes, while annuity ownership does not present the same problem.
   
   

There are an additional 45 reasons on why annuities may be a better long-term investment than mutual funds. Give us a call at 1-888-535-4131 if you would like more information.