Tax Deferral Illustrator
The content on this page is intended for financial professionals.
Now you can show your clients the power of tax-deferred* investing strategies through the full investment cycle — from asset accumulation to asset distribution to legacy planning. Jackson® teamed up with Morningstar® to develop this powerful tool that instantly generates dynamic visual representations of tax outcomes based on specific, in-depth client information.
*Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA. 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.
What is an Annuity? An annuity is a long-term, tax-deferred vehicle designed for retirement. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before
Put Tax Deferral to the Test
- Generate client-specific data using customizable inputs.
- Customize asset allocation percentages and calculate tax treatment.
- Calculate short- and long-term capital gains rates, dividend rates and more.
- Create professionally designed reports to show your clients how tax-deferred investing strategies could help them meet their unique financial goals.
With the Tax Deferral Illustrator's comprehensive client outputs, you won't have to tell your clients about the power of tax-deferred investing — you can show them.
Put It To the Test
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