- Income TaxEarnings on nonqualified withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as state and local income taxes. Tax and other benefits are contingent on meeting other requirements and certain withdrawals are subject to federal, state, and local taxes.
- Mutual FundsThrough its relationships with the major mutual fund companies and annuity carriers, PKS provides its clients and Registered Representatives with wide ranging access to financial products and solutions.
- Retirement PlanningAdditionally, PKS clears through National Financial Services, LLC (“NFS”). NFS supplies PKS and our clients with trade execution and an extensive array of products and services. These products and services include equity and fixed income products, mutual funds, alternative investments, and retirement planning.
- Annuities
- Long Term CarePKSF offers sales of Whole, Term, Universal, and Survivorship life insurance, as well as Fixed Annuity, Linked-Benefit Annuity, Linked-Benefit Life, Long-Term Care and Disability Insurance.
- College FundingPKS maintains direct relationships with every major Investment Company, and all major, non-captive insurance companies which allow PKS to offer mutual funds, college savings plans, variable products, alternative investments and access to many of the top professional money managers in the country.