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"After years of hard work, do you have enough money to enjoy the golden years?"

Planning for Retirement

After years of hard work, will you have enough money to truly enjoy retirement? An SBLI IRA Annuity can help!

By combining the stability and reliability of an annuity with the tax benefits of an IRA, the SBLI IRA Annuity provides something truly unique—guaranteed, maximized retirement income.

You will lock in a high interest rate, plus a one percent bonus, in the first year of the annuity. Each year thereafter, you will receive a guaranteed annual rate never to be less than three percent. Contributions to the annuity may be federally tax deductible, which means more money for you to spend when you want to spend it. You may also choose when to receive your payments: monthly, quarterly, semi-annually, annually, or in one lump sum.

You should also consider an SBLI whole life policy. You can borrow from the cash value of the policy, and it is a great way to pay for final expenses. See why Kiplinger's Personal Finance referred to our whole life policy as one the best in the industry.

 

IRA Annuity Product Overview

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Videos

How great wealth is created Watch Video
Thriving after you retire Watch Video
Best ways to invest for retirement Watch Video
Deciding when to retire Watch Video


Calculators

Insurance Needs Calculator
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Social Security retirement income estimator
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Resources

Retirement: Understanding Gift Taxes*
SBLI of Massachusetts
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Retirement: Understanding FOREX
SBLI of Massachusetts
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Understanding Annuity Payout Options
SBLI of Massachusetts
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Starting a family (or retirement or busy family life): Understanding Per Stirpes and Per Capita
SBLI of Massachusetts
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IRA Options for the Risk Averse
SBLI of Massachusetts
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Retirement: Roth IRA vs. Traditional
SBLI of Massachusetts
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Planning for Retirement
SBLI of Massachusetts
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Tips for Worried Retirees
Jonathan Pond, Safe Money in Tough Times
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Five Don’ts When Planning for Retirement in a Bad Economy
SBLI of Massachusetts
Download PDF

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