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Name
JILL
Age
60
Looking To Invest
$100,000
Name
JILL
Age
60
Lookin to Invest
$100,000
- Jill wants to find a safe method to grow her money.
- She finds a 5 year fixed annuity with returning 5% per year.
- Her bank is offering a 5 year CD with a rate of 4.3% per year.
- Jill’s Tax Bracket is 20%.
BEST OPTION
Fixed Annuity
A Fixed Annuity will offer tax-deferred growth that a CD will not.
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