Retirement Plans

Secure Your Golden Years with a Tailored RETIREMENT Plan

Begin your journey towards a financially secure and rewarding retirement with Veda Insurance Services. Our commitment is to create personalized retirement strategies that perfectly align with your unique financial goals and lifestyle aspirations. With a comprehensive suite of options including IRAs, 401(k)s, annuities, and more, we’re here to ensure you enjoy the peace of mind and financial stability you deserve in your golden years. Let us help you build a retirement plan that caters to your current needs while paving the way for a prosperous, worry-free future.

FIXED ANNUITIES & FIA

Veda Insurance Services offer both Fixed Annuities and Fixed Indexed Annuities (FIAs). Fixed Annuities provide a stable, guaranteed interest rate for a reliable retirement income. Fixed Indexed Annuities, meanwhile, offer the potential for higher returns linked to market indices, without direct market risk. These options cater to those seeking dependable income with an opportunity for growth, tailored to your financial goals and risk preferences.

Transfers & Rollovers

At Veda Insurance Services, we specialize in Transfers and Rollovers, facilitating seamless movement of your retirement funds. Whether it’s due to a job change or consolidating accounts for better management, we guide you through transferring funds between similar accounts or rolling over between different account types, like from a 401(k) to an IRA. Our focus is on maintaining the tax-deferred status of your savings and ensuring your retirement planning remains uninterrupted and efficient.

Benefits Of An Annuity

Whether you’re starting a new plan or looking to transfer or rollover an existing one, we’re here to help. Veda Insurance Services offers a wide range of products from top-rated companies, giving you peace of mind and the best options to suit your needs.

• Multi-Year Guarantee Annuities (MYGAs): Secure a fixed interest rate and set the duration for holding your funds at the start of your contract.
• Single Premium Immediate Annuities (SPIAs): Utilize a lump sum to maximize income potential, with a fixed payout established when you open your contract.
• Fixed Index Annuities (FIAs): Our most sought-after annuity type, offering versatility to meet a range of needs with various indexing options for interest potential.
• Guaranteed Life Income Rider (GLIR): Convert your investment into a pension-like income, ensuring a lifetime stream of income that you cannot outlive.