Sentences with phrase «withdrawal benefit available»

Not exact matches

Legacy Lock IV is available at an additional cost, and only when paired with either the Daily 7 or Daily +5 optional withdrawal benefit.

Choice Income fixed index annuity offers the features of a traditional fixed index annuity along with an available Guaranteed Lifetime Withdrawal Benefit (GLWB).

The Withdrawal Base is not available as a death benefit or for cash surrender value.

ForeIncome fixed index annuity provides the traditional features of a fixed index annuity along with an available Guaranteed Lifetime Withdrawal Benefit (GLWB).

ForeIncome goes beyond the traditional interest crediting and protection benefits of a basic fixed index annuity, offering the features of a traditional fixed index annuity along with an available income benefit known as Guaranteed Lifetime Withdrawal Benefit benefit known as Guaranteed Lifetime Withdrawal Benefit Benefit (GLWB).

The Withdrawal Base is not available as a death benefit, or for surrender.

Each option presents different benefits and limitations with regard to available investment choices and services, fees and expenses, withdrawal rules, required minimum distributions, tax treatment, and protection from creditors and legal judgments.

The TFSA withdrawals won't affect income tested benefits and credits so it would make more sense to use it for retirement for people in this situation, and the income tested benefits and credits might not be available to people before they are 65 so any funds in an RRSP can be withdrawn before then without affecting those benefits.

If I transfer assets out of the Plan and into an IRA I understand that: (i) those assets will no longer be subject to the protections of ERISA, (ii) I alone will be making investment decisions about those assets and will not be able to rely on the plan sponsor or any other person with ERISA fiduciary responsibilities, (iii) depending on the investments and services selected for the IRA, I may pay more in transaction costs than when the assets are in the Plan, and (iv) if I am between the age of 55 and 59.5, I would lose the ability to potentially take penalty - free withdrawals from the plan, (v) if I continue working past age 70.5 and transferred my plan assets to my new employer's plan, I would not be subject to required minimum distribution, and (iv) if I hold appreciated company stock, I understand any potential tax benefits that may have been available to me (e.g. net unrealized appreciation).

GOLD SERIES SAGE CHOICE SINGLE PREMIUM DEFERRED ANNUITY — PRODUCT OVERVIEW 6 Year Single Premium Deferred Annuity Issue Ages: 15 days — 90 years (age last birthday) Minimum Premium — $ 2,000 Maximum Premium — $ 500,000 per Owner Free Withdrawal Provision («Bailout Feature»): Included in the Contract Guaranteed Minimum Interest Rate: 2 % for the first 10 years and 3 % thereafter Contract Loan — Not Available for this product Free - Look Period — 30 days Death Benefit: Accumulation Value on the date of the Owner's death.

Another feature provides a guaranteed withdrawal benefit for life in an optional rider available for an additional fee.

Another feature provides a guaranteed withdrawal benefit for life as an optional feature available for an additional fee.

Earn interest on your funds while enjoying premium security benefits, increased withdrawal limits, enhanced online banking and the highest level of customer support available.

GOLD SERIES SAGE CHOICE SINGLE PREMIUM DEFERRED ANNUITY — PRODUCT OVERVIEW 6 Year Single Premium Deferred Annuity Issue Ages: 15 days — 90 years (age last birthday) Minimum Premium — $ 2,000 Maximum Premium — $ 500,000 per Owner Free Withdrawal Provision («Bailout Feature»): Included in the Contract Guaranteed Minimum Interest Rate: 2 % for the first 10 years and 3 % thereafter Contract Loan — Not Available for this product Free - Look Period — 30 days Death Benefit: Accumulation Value on the date of the Owner's death.

Loans and partial withdrawals will reduce the cash value and the death benefits payable to your beneficiaries, and withdrawals above the available free amount will incur surrender charges.

Loans and withdrawals may generate an income tax liability, reduce available cash value and reduce the death benefit or cause the policy to lapse.

2Policy loans and partial withdrawals may reduce or eliminate Index Credits, generate an income tax liability, result in surrender charges, reduce available surrender value and reduce the death benefit, or cause the policy to lapse.

2Policy loans and partial withdrawals may reduce or eliminate index credits, generate an income tax liability, reduce available surrender value and reduce the death benefit, or cause the policy to lapse.

1Policy loans and withdrawals will reduce available cash values and death benefits, and may cause the policy to lapse or affect any guarantees against lapse.

The death benefit paid on death will bean amount which is higher of the chosen Sum Assured deducting any partial withdrawals made in the 2 years prior to death or the available Fund Value is paid with a minimum of 105 % of total premiums paid until the date of death

Apart from the key benefits available such as loan, partial withdrawal and maturity benefit, investing in a PPF account also offers tax benefits.