But sometimes preparing for the future requires more — a lot more. This annuity holds a max issue age of 90.There are over 60 investment options that Series B-Share customers can choose from when fleshing out their portfolios. The combined M&E/administrative fee can be anywhere from 0.20% to 0.60%, though the latter is still rather low.The federal income tax is already a thorn in the side of retirees, so tacking on surcharges would likely be at the bottom of everyone’s list. Transamerica Secure Retirement Index ® II Annuity and optional Transamerica Income Plus ® living benefit are issued by Transamerica Life Insurance Company in Cedar Rapids, Iowa. The table below illustrates valuable information regarding the primary fund manager for Transamerica Funds. Access your Transamerica insurance policy to set up payments, file a claim, or update your account details. The annuity value will fluctuate with market conditions so that when surrendered, it may be worth more or less than total of premium payments. The lower the rank percentage the better.This is a list of Transamerica Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure.
Even if you’re a long-term buy...Portfolio management news, reports, video and more.Check your email and confirm your subscription to complete your personalized experience.Retirement news, reports, video and more.This list includes asset allocation proportions of the underlying holdings for Transamerica Funds.Content focused on helping financial advisors build successful client relationships and grow their business.Municipal bonds news, reports, video and more.In this table you will find short term historical return data, including 1-year returns and 3-year returns on Transamerica Funds. Transamerica originally opened in San Francisco, and it remains there to this day.Like all of the annuities at Transamerica, the Variable Annuity Series B-Share provides an opportunity for tax-deferred growth. References to Transamerica on this site apply to an individual company or collectively to these and other Transamerica companies. The expense ratio includes an administrative fee of 0.10% and a mortality and expense risk fee of 0.17% The expense ratio excludes additional fees that would apply if the Return of Premium death benefit rider is elected.
Annuities Performance; Performance. Not available in New York or Montana. We’ll email you the document(s) you’ve requested.All guarantees, including optional benefits, are based on the claims-paying ability of the issuing insurance company.Living benefits are referred to as riders in the contract.Withdrawals of taxable amounts are subject to ordinary income tax and may be subject to a 10% additional federal tax if withdrawn before age 59 1/2.Create a protected income stream that's guaranteed for life. Anyone who can bump that number up to $250,000 will skip the fee entirely. For living riders, you can choose from the following: the Guaranteed Principal Solution benefit, the Retirement Income Max® benefit, the Transamerica Income Edge benefit and the Retirement Income Choice® 1.6 benefit.