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RETIREMENT STRATEGIES

PENNINGTON FINANCIAL GROUP, LLC | SERVICES

IF YOU ARE LIKE MOST AMERICANS, YOU'RE CONCERNED ABOUT RETIREMENT.

Whether you plan to retire or not, one thing is certain....you’ll need money, and not just a lump sum of money, but a continuous flow of money that will last a lifetime. At Pennington Financial Group, LLC, we help you establish a strategy that if followed, will help ensure you don't outlive your money.

We have a full suite of services to help you down your financial path including but not limited to:

  • Lifetime Income Strategies (Income Allocation)

  • Traditional IRA

  • Roth IRA and SEP IRA’s

  • 401(k), 403(b), TSP, 457, and other Considerations

  • Defined Benefit Plans

  • Fixed Annuities

  • Fixed Index Annuities

  • Medicare and Medicaid Supplements

  • Long-term Care

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THE NEXT STEP?

READY TO TAKE

For more information about any of our products and services, schedule a meeting today!.

📞 Or give us a call at 757.719.3081.

Fixed index annuities are insurance products that are designed to meet long-term needs for retirement income. Early withdrawals may result in loss of principal and credited interest due to surrender charges. Any distributions are subject to ordinary income tax and, if taken prior to age 59 ½, an additional 10% federal tax.

 

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

 

Purchasing an annuity within 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 a qualified plan based upon the annuity’s features other than tax deferral. All annuity features, risks, limitations and costs should be considered prior to purchasing an annuity within a tax-qualified retirement plan.

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