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The Washington Post, May 7, 2016
Jimmy Lee explains whether or not you should pay off your mortgage before you reach retirement.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
Annuities are long-term, tax-deferred investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Withdrawals made prior to age 59 ½ are subject to 10% IRS penalty tax. Surrender charges apply. Guarantees are based on the claims paying ability of the issuing insurance company.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Tax services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.
WCG Wealth Advisors, The Wealth Consulting Group, and LPL Financial are not affiliated with any of the individuals or entities mentioned in the article.