Mason Cook- Renaissance Financial

Mason Cook- Renaissance Financial

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04/12/2023

An annuity is intended to be a long-term, tax-deferred retirement vehicle. Earnings are taxable as ordinary income when distributed, and if withdrawn before age 59½, may be subject to a 10% federal tax penalty. If the annuity will fund an IRA or other tax qualified plan, the tax deferral feature offers no additional value. Qualified distributions from a Roth IRA are generally excluded from gross income, but taxes and penalties may apply to nonqualified distributions. Annuities have additional expenses such as mortality and expense risk, administrative charges, investment management fees and rider fees. The variable sub-accounts of annuities are subject to market fluctuation, investment risk and loss of principal. All guarantees are subject to the financial strength and claims paying ability of the issuing insurance company The variable investment performance can lose value. 5455181 DOFU 03.2023

When Is the Next Fed Meeting? 04/03/2023

Markets aren't sure whether the next Fed meeting will bring another rate hike or a pause.

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Telephone

Address


9815 S. Monroe Street , Suite 550
Sandy, UT
84070

Opening Hours

Monday 7:30am - 6pm
Tuesday 7:30am - 6pm
Wednesday 7:30am - 6pm
Thursday 7:30am - 6pm
Friday 7:30am - 6pm