The Power of Tax Deferral
Annuity ownership for some of your "safe
money assets" offers you a powerful
financial advantage over other forms
of savings and investment vehicles such
as Certificates of Deposit (CD’s),
savings accounts, money market and mutual
funds and individual investments. The
If some of your savings are placed in
an annuity, the benefit of tax
- Interest on your principal
on your interest and
on your tax savings…because
your interest is free from current
income tax in an annuity, it can
to compound instead of being
withdrawn for tax payments.
Worth Your Consideration
- Take a look at how tax deferral
compounding will work for
you with some of your safe money assets.
a close look at annuity ownership.
Your money is safe,
earning higher rates of interest, free
from current income
taxation, accessible and avoids probate.
of your Social Security Income may
be reduced or eliminated.
- When and if
required, a variety of income options
are available to you…income
that cannot be outlived.
- There is no
cost or obligation to learn
more about the benefits and advantages
of an annuity as part of your total
View comparisons of triple
compounding and taxable
equivalent yields by clicking on the
This document is for general information
only, it is not a representation of legal
or tax opinion nor should it be considered
legal or tax advice. For full details
on this information you should contact
your own legal or tax counsel.