Golden YearsProtection

RETIREMENT INCOME · FORT WORTH & ALL OF TEXAS

Fixed Annuities: Guaranteed Income You Can Count On

A guaranteed interest rate with zero market risk. Ideal for 401K rollovers, IRA transfers, or any lump sum you want to grow safely and convert into predictable retirement income.

Current MYGA rates above 5% — rates change with the market

Licensed in 40 States

NPN #21207986

Multiple A-Rated CarriersIndependent BrokerNo Call CentersLicensed in 40 States

Fixed Annuities: Quick Facts

Starting At

From $25K lump sum

Min deposit: $25,000
Ages: 40 – 85
Term: 3, 5, 7, or 10 years
Rate: Guaranteed, fixed at contract
Risk: None (principal protected)

The Market Giveth. The Market Taketh Away.

You spent decades saving for retirement. Now the question isn't how to grow it — it's how to protect it. The IRS Publication 575 details how annuity income is taxed, and understanding these rules is essential for retirement planning. A single market correction can wipe out years of gains. A prolonged downturn can force you to delay retirement or reduce your lifestyle.

Fixed annuities eliminate that risk entirely. You deposit a lump sum with an A-rated insurance carrier. They guarantee a fixed interest rate for the term of the contract — 3, 5, 7, or 10 years. Your principal is protected. Your growth is guaranteed. No market exposure, no annual fees on most contracts. For those who want market-linked upside with downside protection, an indexed universal life (IUL) policy may be worth exploring alongside a fixed annuity.

When the term ends, you can renew, withdraw, or convert to a guaranteed income stream for life. The NAIC annuity buyer's guide is an excellent resource for understanding your options. Joe Rangel compares rates from multiple carriers to find the best return for your deposit and timeline.

Safe, Predictable Growth: Guaranteed

Guaranteed Interest Rate

Your rate is locked at contract signing and guaranteed for the full term. No surprises.

No Market Risk: Principal Protected

Your deposit is backed by the insurance carrier. Market crashes do not affect your balance.

Tax-Deferred Growth

Your interest compounds without triggering annual taxes. You only pay taxes when you withdraw.

No Annual Fees on Most Contracts

Unlike mutual funds and managed accounts, most fixed annuities charge zero annual management fees.

Predictable Retirement Income

Convert your annuity into a guaranteed income stream (monthly, quarterly, or annually) for life.

Flexible Terms: 3 to 10 Years

Choose a term that fits your retirement timeline. Shorter terms for near-retirees, longer for higher rates.

HOW IT WORKS

Three Steps. That's All It Takes.

1

Talk to Joe About Your Goals

Share your retirement timeline, deposit amount, and income needs. Takes 15 minutes.

2

Compare Rates From Multiple Carriers

Joe shops current rates across multiple A-rated carriers to find you the highest guaranteed return.

3

Fund Your Annuity

Transfer or roll over your funds. Your guaranteed rate is locked from day one.

Helen's Story, Keller, TX

Helen, 63, had $180K in a 401K from her previous employer. After watching it drop 22% in 2022, she wanted out of the market. Joe moved her funds into a 5-year fixed annuity paying 5.15% guaranteed, no fees, no market risk. By 68, her balance will grow to approximately $232K. She plans to convert it into a monthly income stream at that point.

Illustrative scenario based on typical annuity rates. Actual rates depend on carrier, deposit amount, and term selected. Rates are subject to change.

FREE QUOTE — NO OBLIGATION

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FIXED ANNUITY QUESTIONS: HONEST ANSWERS

Frequently Asked Questions

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Protect Your Retirement From Market Risk

Compare guaranteed annuity rates from multiple A-rated carriers. No obligation. Speak directly with Joe.

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