Individual Retirement Annuity Plans


An Individual Retirement Annuity Plan is similar to an IRA except that it must involve an annuity and is not actively managed. Individual retirement annuities have the same contribution limits, tax advantages, and catch-up provisions as an individual retirement account (IRA). They must be issued in the owner's name, and only the annuity owner or their surviving beneficiaries are eligible to receive benefits from the contract.

Individual Retirement Annuity Plans2023-04-20T10:17:20-05:00

Tax Deferred Annuities


Are you looking to enhance your retirement portfolio?  KJZT offers Tax Deferred Annuities.  While our annuities offer highly competitive returns, your investment also helps fund the programs and services that make KJZT so beneficial to our societies throughout the State of Texas.

Tax Deferred Annuities2024-02-07T16:38:03-06:00
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