Wealth Ladders

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About Wealth Ladders

Wealth Ladders is an approach for custom-tailoring a laddered Annuity strategy for a portion of your assets, to help strengthen your retirement security. It's a flexible solution that can help individuals who wish to avoid subjecting all of their savings to market risk. And, it's a retirement income strategy that may offer high appeal to people who are looking for predictable income they can't outlive.

A Wealth Ladders strategy can be funded by one or more fixed or fixed indexed annuity contracts.

The Wealth Ladders strategy may offer significant benefits including :

guaranteed retirement income
guarantees to principal
tax-deferral
defined levels of liquidity, and,
competitive rates of interest.

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Securities and certain insurance products are offered through FORESTERS EQUITY SERVICES, INC., Member FINRA/SIPC and affiliated insurance agencies.

Insurance agents are independent business persons who are not affiliated with Wealth2k, Inc. The information presented is general in nature and not intended to be a complete explanation of the subject matter or a substitute for careful personal planning. In some instances the material specifically refers to elements of federal tax laws and regulations. The impact of any state or local taxes should also be considered. Wealth2k, Inc. does not provide legal or tax advice. Legal, tax, and accounting advice applicable to your own situation should be obtained from a qualified professional.