Tax-Deferred vs. Fully Taxable

Compare the Return

$107,297 Accumulated in a Tax-Deferred Annuity

$71,966 Accumulated in a Taxable Account

The Difference: $35,331

Note: That at an annuities guaranteed rate of 4%, the return after 25 years would be $66,646.

 

2017-06-02T15:49:33+00:00 June 2nd, 2017|Categories: Annuity News|