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© 2023, CBFS. All Rights Reserved. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Cheri Blair Financial Services is a separate and independent entity from Peak Brokerage Services, LLC. CA Insurance License #0B42369.

Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy. Fixed Annuities are long-term insurance contracts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

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