This publication does not take into account possible surrender charges in any examples. Please be aware of surrender charges that could apply to your clients.
Purchasing an annuity in a retirement plan that provides tax deferral under sections of the Internal Revenue Code results in no additional tax benefit. An annuity should be used to fund an IRA or other qualified plan based on the annuity's features other than tax deferral. These include guaranteed lifetime income and death benefit options. Other factors to consider include fees, expenses, charges, risks, and limitations that may be associated with an annuity.
This document is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Allianz Life Insurance Company of North America, its affiliated companies, and their representatives do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.
Products are issued by Allianz Life Insurance Company of North America.
Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value
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