Tax Deferral Illustrator

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Taxes can significantly impact the value of your clients’ investments, especially as they prepare for retirement. Use the Tax Deferral Illustrator, powered by Morningstar®, to see the tax treatment of your clients’ specific asset class allocations and reveal the power of tax-deferred1 investing strategies.

1Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a “non-natural person” such as a corporation or certain types of trusts.