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The Tax Bite

Who wouldn’t like to reduce their current tax burden, right? One way investors can do this – and potentially save more for retirement – is by investing in a tax-deferred financial product.

Strategy:

Invest tax smart to help keep more of what is earned.

See it in action View Documentation

Did you know?

How much investors pay in taxes during
retirement depends on where their
income comes from.

76% of middle-income baby
boomers
consider tax deferral an
important feature when selecting a
retirement income product.

Source: Insured Retirement Institute, 2013.

The IRS collects

over 3 trillion

in taxes annually.

Source: Forbes, 2014.