annuity basics

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1 ANNUITY BASICS www.myAbaris.com @myAbaris

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ANNUITYBASICS

www.myabaris.com @myabariswww.myabaris.com @myabariswww.myAbaris.com @myAbaris

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Assets in the fund much smaller than payments fund will have to make

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Assets in the fund much smaller than payment fund will have to make

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Assets in the fund much smaller than payment fund will have to make

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USUALLY

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START PAYOUTS AT AGE 65

START PAYOUTS AT AGE 75

START PAYOUTS AT AGE 85

With an annuity where payouts are tied to your life expectancy, the longer you wait to start receiving payments, the larger they will be. The reason why is simple. If payouts don’t start until later in your retirement, the insurance company expects to have to make fewer payments to you.

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DISCLAIMERThe information contained in this presentation, is provided for general informational purposes as a convenience

to Abaris Financial Inc. customers and Internet users and is based upon information generally available to the

public from sources believed to be reliable. Although we believe the information provided herein is reliable, we

have not verified this information and we do not guarantee its accuracy, completeness, timeliness or availability.

Any examples shown in this presentation are purely hypothetical and have been included for demonstrational

purposes only. This information is subject to change without notice. This information is not a substitute for

obtaining advice from a qualified professional. Therefore, you should not rely solely upon this information in

making any decision. This information is not and does not constitute an offer to sell or a solicitation of an offer to

buy any security, service or product.

Abaris Financial Inc., Philadelphia, PA is neither a registered broker-dealer nor a registered investment adviser.

Nothing in this presentation, including links to other material, is intended as legal or tax advice. Abaris Financial

Inc.’s Licensed Producers do not give legal or tax advice. Taxpayers should seek advice based on their particular

circumstances from an independent tax advisor.