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Annuity Investment Services - Texas
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We offer innovative and secure fixed and variable annuity investment
products that can help you accumulate savings for retirement or convert your retirement savings into a series of guaranteed income payments spread out over a specified period of time. An annuity offers unique benefits such as tax deferral, flexible payout options, penalty-free withdrawals, and can also help to dramatically reduce the chances of outliving your savings |
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Guaranteed Income
An annuity can provide you with a guaranteed lifetime income
regardless of how long you live. No other investment product can provide such a guarantee.
Unlimited Contributions
Unlike other tax-advantaged investments such as IRAs, you can
contribute an unlimited amount of money to an annuity during the year, whether in periodic installments or a lump sum. Individual insurance carriers may place a ceiling on the total amount you can put into an annuity without approval.
Bonus Rates
Some annuities award investors with bonuses at the end of the
annuity's first year such as extra interest that further increases your investment.
No-Penalty Rollovers
Company pension or profit-sharing plan payouts may be reinvested
without incurring current taxes or penalties.
No probate in case of death, as long as you specify
beneficiaries.
Which means your family will find it easier and less costly to obtain
the value of the annuity.
Shelter Investment Earnings
Retired people can use annuities to shelter investment earnings that
would otherwise lead to taxation of Social Security benefits. |
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Truong Insurance offers experienced annuity investment services
throughout Texas, including Fixed Annuity, Equity Indexed Annuity, Fixed Immediate Annuity, Variable Annuities, and others. |
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Click on the link below to fill out a contact form for receiving more
information about these fixed annuity investment products. Or speak with our Annuity Investment specialist at 817-226-3510 to discuss the features in detail. |
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We are your local Arlington, TX insurance agency, offering experienced annuity investment
services in the following Dallas / Ft. Worth area cities and counties: Irving, Grand Prairie, Mansfield, Kennedale, Everman, Forest Hill, Burleson, Crowley, Benbrook, River Oaks, White Settlement, Saginaw, Lake Worth, Lakeside, Rendon, Bisbee, Pantego, Westover Hills, Azle, Edgecliff, Westworth, Pelican Bay, Haslet, Blue Mound, Haltom City, Richland Hills, Hurst, Watauga, Keller, Southlake, Westlake, Beford, Grapevine, Colleyville, North Richland Hills, Euless, Cedar Hill, Duncanville, De Soto, Lancaster, Cockrell Hill, Wilmer, Glenn Heights, Hutchins, Highland Park, University Park, Balch Springs, Mesquite, Seagoville, Rowlett, Sachse, Wylie, Richardson, Farmers Branch, Coppell, Carrollton, Flower Mound, Lewisville, Addison, Corinth, Argyle, Plano, Allen, Denton, McKinney, The Colony, Frisco, Tarrant County, Dallas County, Denton County, Wise County, Collin County, Johnson County, and Ellis County, TX. We also offer experienced annuity investment services throughout the state of Texas, including the metro areas of San Antonio and Houston. |
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Annuity Advantages
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Proudly serving the
Dallas / Ft. Worth area!
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TRUONG
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INSURANCE
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Auto, Home, Health & Business Specialists
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Click on one of the annuity types below to learn more.
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A fixed tax deferred annuity, also referred to as a tax-deferred annuity, is a contract
between you and an insurance company for a guaranteed interest bearing policy with guaranteed income options. The insurance company credits interest, and you don't pay taxes on the earnings until you make a withdrawal or begin receiving an annuity income. Because fixed annuities invest your premiums in interest bearing obligations, you receive a lower return in comparison to equity indexed annuities, since interest rates historically trail stock market returns. |
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Tax Deferred Annuity Advantages - Savings
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Many people today are using a tax deferred annuity as the foundation of their
overall financial plan. The most important difference between an annuity and CD's is that annuities allow for the deferral of the taxes due on the interest earned until the interest is withdrawn. By postponing the taxes your money compounds faster because you can earn interest on dollars that would have otherwise been paid to the IRS. Later, you can decide to take a monthly income and your taxes will be less because they were spread out over a period of years. Similar to CD's, an annuity has a penalty for early surrender, but most annuity contracts have a liberal free withdrawal provision. |
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Tax Deferred Annuity Advantages - Taxes
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You pay no taxes while your money is compounding. You can also pay a lower tax
on random withdrawals because you control the tax year in which the withdrawals are made and only pay taxes on the interest withdrawn. |
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Click on the link below to fill out a contact form for receiving more information about
Tax Deferred Fixed Annuities. Or you can speak with our annuity specialist at 817- 226-3510 to discuss the features in detail. |
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A fixed immediate annuity, also referred to as a fixed payment annuity, provides
you with a stream of income payments from your original purchase payment. The amount of your income payouts is determined by the guaranteed interest rate and the payout option you select. A fixed immediate annuity can begin benefit payments as early as one month and no later than 13 months from the date of purchase and is intended for investors who need a guaranteed income stream to begin soon. |
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Click on the link below to fill out a contact form for receiving more information about
Immediate Fixed Annuities. Or you can speak with our annuity specialist at 817-226- 3510 to discuss the features in detail. |
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An equity indexed annuity offers you what could be described as the best of both
worlds: a market driven investment with potentially strong returns, plus a guaranteed minimum return. Equity indexed annuity returns are tied to indexes of market activity and not to the performance of individual stocks or funds. |
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The equity indexed annuities we offer are tied to the following: S&P 500, Dow
Jones Index Acct., S&P MidCap 400, NASDAQ, and the Russell 2000. |
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A equity indexed annuity will guarantee you a minimum interest rate (often about
3% on 90% of your investment) while offering the potential of higher rates by tying your return to an index such as the ones mentioned above.
While similar to investing in the stock market, you won't take part "dollar for
dollar" in a rising stock market. You are offered a percentage of how much the index gains over a period of time (not including dividends, which accounted for about 30% of the total return of the S&P 500 for the last 20 years) and a guaranteed minimum return if the stock market declines. |
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Click on the link below to fill out a contact form for receiving more information about
Equity Indexed Annuities. Or you can speak with our annuity specialist at 817-226- 3510 to discuss the features in detail. |
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**The information, pictures, and other content in this website about particular insurance
services is only provided for informational purposes. Any decisions regarding your insurance needs should be discussed with a licensed insurance agent. |
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Annuity
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Truong Insurance
2111 W. Arkansas Ln. # 207
Arlington, Texas 76013
Tarrant County, TX
(817) 226-3510
Toll Free: 877-252-2789
Fax: (817)226-3511
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