CSR Consulting Services - Brentwood, Maryland

(410) 992-9310

9100 Bryant Avenue
Brentwood, MD 20722

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Annuities for Income: Annuities for Income (convert life insurance into income*) An Immediate Annuity is a contract that generates regular benefit payments (monthly, quarterly, semi-annually or annually), starting within 12 months of the annuity purchase. You select the specific starting date for your benefit payments. I...
right: Specialty Being an actor, entertainer, sports star, or other high net worth individual has its own set of risks. Whether you are in need of asset management that accounts for the special needs of someone s career that has unpredictable cash flows or the management of the risks involved with a sports...
Tax-Free Exchanges/Upgrades: Tax-Free Exchanges/Upgrades Annuity Upgrade You may be able to upgrade your existing annuity using a 1035 tax-free exchange. That's the IRS code section that allows you to move your money from one annuity to another without a taxable event (or a life insurance policy to a life insurance policy or li...
What is an Annuity?: What is an Annuity? There are two kinds of annuities: 1. Some annuities help you accumulate funds for a more comfortable retirement - while enjoying the benefits of tax-deferral. These tax-advantaged security boosters are deferred annuities. You can purchase a deferred annuity with one or more premi...

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Residential, Commercial

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