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relianceguarantee10.pdf

🔗 Source: annuityresources.com

📊 Size: 320 KB

📄 Pages: 2 pages

⬇️ Downloads: 64

Summary

The Reliance Guarantee 10 year fixed annuity is a single premium, tax-deferred fixed annuity issued by Reliance Standard, available for non-qualified, Traditional IRA, Roth IRA, SEP-IRA, and Pension Trusts. It offers a guaranteed base interest rate of 2.30% for years 1-10 and 1.00% for years 11+, with penalty-free access to up to 10% of the annuity value each year. Early withdrawals exceeding the penalty-free amount are subject to surrender charges and market value adjustments. The annuity has a minimum guaranteed interest rate, and the owner must be the annuitant, except in cases where a non-natural entity is the owner. The contract automatically renews into a subsequent guarantee period of one year at the end of the initial guarantee period, with renewal interest rates not less than the Minimum Guaranteed Interest Rate.

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Description

The Reliance Guarantee 10 year fixed annuity is a single premium, tax-deferred fixed annuity issued by Reliance Standard, available for non-qualified,...

Technical Information

File Format: PDF
File Size: 320 KB
Pages: 2
Language: EN
Total Downloads: 64
Last Updated: 3 months ago

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