Tax Sheltered Annuities
WHAT IS A TSA?
Annuity is an investment made through an insurance company. A TSA is a convenient way to set money aside, tax free, for future needs, such as education and retirement. TSA amount are not taxed until the funds are distributed to the employee. While participating in a TSA, the employee has the right to control the manner in which the funds are invested.
HOW DO I OBTAIN GENERAL INFORMATION ABOUT TSA?
You may contact the Human Resource Department for preliminary information packet or contact a provider directly. Provider List is provided below.
IF I DECIDE TO ENROLL, WHAT STEP DO I TAKE NEXT?
To obtain an Enrollment Kit or financial consultation, contact a representative listed on the Provider List. Completed enrollment form will need to be returned to a representative, listed on the Provider List. To activate your payroll deduction, return the completed Salary Reduction Agreement Form (on the back) to the Human Resources Department.
Tax Shelter Annuity Providers | |
|---|---|
VOYA Mike Sherwood (928) 774-0695 | Valic Bobbi Langan, AAMS®️ VALIC/AIG Financial Advisors, Inc. Cell 480.290.0301 | Office 602.674.2600 | Fax 877.783.2083 This email address is being protected from spambots. You need JavaScript enabled to view it. | www.aig.com/RetirementServices James Lesniewski VALIC/AIG Financial Advisors, Inc. Financial Advisor | American Southwest District This email address is being protected from spambots. You need JavaScript enabled to view it. | www.aig.com/RetirementServices Click here to schedule a virtual meeting or phone appointment |
Security Benefit | |
| PLEASE NOTE: Salary Reduction Agreement Forms are required to set-up a TSA and are available in the Human Resources Department or on the CCC website. | |