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Financial Strategies for
Newfound Wealth
Newfound wealth from an unexpected windfall provides you with a lot of options and an increased need for financial strategies. Before you start spending, think about how you can minimize your taxes1, fund your retirement and protect your loved ones. Now is a unique opportunity to help secure a more comfortable future with some solid financial strategies.
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To get started, consider a few of the following options:
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Annuities
Invest a portion of your windfall in a deferred annuity to help accumulate assets for the future. Designed to provide a guaranteed stream of income for life2, certain annuities also offer death benefit protection.
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Investments
Enhance your understanding of different types of investments.
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Trust Services
Obtain professional fiduciary services for your ongoing finances, charitable giving, special needs or estate planning and analysis through a well-crafted trust.3
Prefer to speak to someone who can help you develop the right financial strategy to meet your needs?
1 The information provided is not written or intended as specific tax or legal advice and may not be
relied on for purposes of avoiding any Federal tax penalties. MassMutual, its employees and
representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek
advice from their own tax or legal counsel.
2Guarantee of an annuity income stream is based on the claims-paying ability of the issuing company.
3 Trust services provided by the MassMutual Trust Company FSB, a wholly-owned subsidiary of MassMutual.
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Insurance products issued by Massachusetts Mutual Life Insurance Company (MassMutual), 1295 State Street, Springfield, MA 01111-0001 and its subsidiaries C.M. Life Insurance Company and MML Bay State Life Insurance Company, 100 Bright Meadow Boulevard, Enfield, CT 06082. Securities offered through registered representatives of MML Investors Services, 1295 State Street, Springfield, MA 01111-0001.
CRN201207-136994
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