| Plan to retire comfortably with GBU's Current Effective Annual Yields up to 5.65% !!! |
| Preferred 8 Annuity |
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Traditional IRA | |
| Preferred Annuity |
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Roth IRA | |
| Immediate Annuity |
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Coverdell IRA | |
| Preferred IOC (Interest Only Contract) |
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SEP
IRA (Simplified Employee Pension) |
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SIMPLE
IRA |
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