- Wallace R Nichols, JD, MBA, IAR and Asset Guidance Group, LLC, RIA, are located at 1875 Old Alabama Road, Suite 645 Roswell, GA 30076; firstname.lastname@example.org 404-348-4120
- The views expressed herein reflect the views of Wally Nichols and Asset Guidance Group, LLC as of the date referenced. These views may change as conditions change. The views expressed herein are not intended and should not be construed as investment advice and they do not address any individual’s specific situation.
- All presentations are designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement. You are encouraged to consult your personal tax advisor or attorney.
- Guarantees are backed by the financial strength and claims paying ability of the issuing company.
- Purchasing an annuity inside a qualified plan (retirement plan) that provides a tax deferral under the Internal Revenue Code provides no additional tax benefit.
- An annuity used to fund a tax qualified retirement plan should be selected based on features other than tax deferral. All of the annuity’s features, risks, limitations and costs should be considered prior to purchasing an annuity inside a qualified retirement plan.
- Purchase of securities, mutual funds, ETFs, an annuity, insurance policy, or any financial services product/vehicle is an important financial decision. You should have a full discussion with your advisor or agent before making any decisions.
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