Financial Services and Strategies Designed to Create, Enhance, or Preserve Wealth
_____________________________________
HOME
Open An Account
Account Access
Markets and Economy
Tax Year 2015
Tax Year 2014
Annuity Rates
Brokerage Rates
Trade Online
Special Programs
Financial Planning
Products & Svcs.
Financial Pro's
mercerlogoonly.jpg
TAX DEFERRED ANNUITY RATES
January 16, 2017

  • The interest rates below assume annual compounding. 
  • Interest left in account is not taxable until withdrawn so tax deferred compounding would apply. 
  • There are penalties for early redemption, however, annual free withdrawals of interest is available if desired.
  • Interest not withdrawn does not count towards determining taxability of Social Security Benefits.
  • These investments are not FDIC Insured.



Name of Company


Rate & Term

AM Best
Rating


Other Information

Greek Catholic Union
 
1% for 1 Year

 
N/A

N/A



GCU


2.00% For 3 Yrs
 
 
N/A

25K Minimum
Oxford
 
Guggenheim


N/A

2.25% 4Yrs



B++

B++



5k Minimum

2.10% > 250k


 
Liberty Bankers

Sentinal 
 

 
 
 
2.90% 5 Yrs

3.15% 5 Yrs


 
 
 
 
 
B
 
B++



 

 
 
 
 
 
 
 
 
10,000 & Up
 
No withdrawals allowed
 
 
 
 
 


 

 

Amer Nat'l

2.90% 6 Yrs

A

5K Minimum

The Mercer Financial Group, Inc. is a Licensed Producer Agency with The NJ Dept. Of Banking And Insurance. 


If you are interested in learning more feel free to contact us by telephone or E-mail:
609-586-7676

rp@mercerfinancialgroup.com