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2023
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Learn more about:

Tax-Qualified Plans
&
Non tax-qualified Plans

Each category has its own unique set of tax rules and allowances.  Learn more about the potential of each type.

One or a combination of both types might be able to help you save for your retirement and future income needs.

See what might be suitable


MYGA Annuities

Lock in fixed-rate guarantees with tax deferred growth and no principal risk.

529 Plans

Offset the cost of higher education with tax advantages & high contribution limits of a 529.

FIA's

Learn more.

 

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Legal Disclosure: Securities offered through Fortune Financial Services, Inc., member FINRA, SIPC. Check the background of this Investment Professional at FINRA's Broker Check. Fielder Financial Management, Ltd. not affiliated with Fortune Financial Services, Inc., Mark Fielder, Financial Professional, CA. Insurance Lic. # 0690576. The following forums and related discussions are not meant as legal advice. The descriptions of the investment strategies, concepts and products as represented are generalized. The information provided highlights our understanding of the current tax laws. Tax laws will and do change. Please consult with your own tax advisor. Throughout this site the navigator will find references to "variable" type products. A variable product is a security. Securities are offered by a prospectus only. For more complete information about variable annuities, mutual funds and variable life, including charges and expenses, obtain a prospectus by calling 1-800-480-7526. Read it carefully before you invest or send money. Investment return in a security is NOT guaranteed. Principal value of an investment in a security WILL fluctuate and, when redeemed, may be worth more or less than the original cost basis. These programs are NOT government-insured plans. Some products and services may not be available in all states. See Client Relationship Summary; available for download here.