Preferred 8 Annuity		Traditional IRA
	Preferred Annuity		Roth IRA
	Immediate Annuity		Coverdell IRA
	Preferred IOC (Interest Only Contract)		SEP IRA (Simplified Employee Pension)
			SIMPLE IRA (Savings Incentive Match Plan for Employees)

Preferred 8 Annuity - GBU's Preferred 8 Annuity is for the consumer who wants to begin a savings or retirement program. The Preferred 8 Annuity provides annuitants with tax-deferred accumulations at a high rate of interest. Certain withdrawal restrictions apply during the first eight years.Preferred 8 Annuity 5-Year Interest Rate History.

Preferred Annuity - GBU's Preferred Annuity is for the consumer who wants to begin a savings or retirement program. The Preferred Annuity provides annuitants with tax-deferred accumulations at a competitive rate of interest. Certain withdrawal restrictions apply during the first five years. Click here to view our Preferred Annuity 5-Year Interest Rate History.

Immediate Annuity - GBU's Immediate Annuity is a single premium annuity contract that pays a guaranteed periodic distribution for a specified period or for the annuitant's lifetime. Current annuitization rate of 4.75%. For more information on GBU's Immediate Annuity . . . Just Ask!

Preferred Interest Only Contract (IOC) - GBU's Preferred IOC is for the consumer who wants an alternative to CDs or savings accounts. Interest is credited at competitive rates and is paid on a scheduled basis. Certain withdrawal restrictions apply during the first five years.

Traditional IRA - GBU's Traditional IRA is for the consumer that is looking for immediate tax benefits. Contributions and/or earnings are tax-deferred until withdrawal.

Roth IRA - GBU's Roth IRA gives consumers the ability to invest their after-tax dollars today, let the investment grow tax-deferred, and take qualifying withdrawals tax-free.

Coverdell IRA - GBU's Coverdell IRA is for the consumer who is financially planning the funding of a child's post-secondary education. This tax-deferred account allows for tax-free withdrawals for education expenses.

Simplified Employee Pension (SEP) - GBU's SEP IRA is a tax-deferred retirement account which allows an employer to make deductible contributions towards a participating employees' retirement. This account is also available to self-employed individuals.

Savings Incentive Match Plan for Employees (SIMPLE) - GBU's SIMPLE IRA is a salary-reduction agreement available to employees of certain small employers. This account is also available to self-employed individuals.

The Preferred Annuity is available as a Non-Qualified or Qualified Account.

GBU is licensed to conduct business in the following states ...

CA, CO, FL, IL, IN, MI, MN, MO, NJ, NY, OH, PA, & WI

Not all products are available in all states.

For more information...Just Ask!

Greater Beneficial Union
4254 Clairton Boulevard
Pittsburgh, PA  15227-3394
1-800-765-4GBU or (412) 884-5100
Fax:  (412) 884-9815
E-mail: info@gbu.org

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This page was last updated on Wednesday, July 1, 2009