hero_IndividualRetirementAnnuity

Get On Track To A

Financially

Protected

Retirement.

Individual Retirement Annuity

Plan wisely for retirement with an IRA. American Fidelity offers you both fixed and variable IRA options that can be opened and funded without any employer participation.

Highlights:
• Immediate tax benefits: earnings are tax-deferred until withdrawn. Your contributions may also be tax-deductible if you meet specific IRS guidelines.
• Accessibility: funds always available, something not generally true of employer plans, however, penalties may apply if withdrawals are taken before age 59 ½.
• Flexibility: no minimum contribution in any year. The maximum contribution is $5,500 for 2013 (up from $5,000 for 2012) or 100% of your earned income, if less. Also, if you are 50 years of age or older, you may contribute an additional $1,000. You may begin taking advantage of this increased limit in the tax year that you reach age 50.
• Convenient: contributions can be made by bank draft.
• Investment options: choose from both fixed and variable individual retirement annuity products.

Not eligible under Section 125

The information contained on this and other product pages generally highlights the important features of the particular American Fidelity product listed, and does not constitute a statement of contract, nor a complete description of the conditions, benefits, exclusions and other terms of coverage. The product listed and/or all benefits may not be available in all states and coverage is subject to all applicable policy provisions as authorized by the proper state regulatory authorities. For more complete information, please consult the terms of the product policy form approved in your state or contact us. (FPDA and FVA Series)

ESB-751-1112

Next Steps

How Do I Enroll?

Find Out Here

Contact us

We still believe in good old-fashioned human contact!

» Learn More

Call us at: 1.800.662.1106

Quick Access

  • Your Account

    View your policies, download forms and check the status of your claims - all in one spot!

  • Claim & Flex Forms

    1Select the forms you need:

    Flex Benefits
    Accident Benefits
    Cancer Benefits
    Critical Illness
    Disability Benefits
    Hospital Indemnity
    Life Benefits
    Medical (GAP)
    HRA Benefits

    2Select your state & industry:

  • Check Claim Status
  • FAQs

    Please select a category or type your question in the box below.

    Keyword Search
    All FAQs