Tax Control Strategy.pdf

Advanced_Markets_-_IOVA_Tax_Efficiency_Brochure.pdf
Preview of Tax Control Strategy
🔗 Source: cdn.brandfolder.io
📊 Size: 2.15 MB
📄 Pages: 12 pages
⬇️ Downloads: 78

Summary

Annuities are issued by Transamerica Life Insurance Company and Transamerica Financial Life Insurance Company, and are underwritten and distributed by Transamerica Capital, Inc. Annuities may lose value and are not insured by the FDIC or any federal government agency. A tax control strategy using an investment-only variable annuity can help manage tax liability by controlling distributions, saving and investing in a tax-efficient manner, and deferring taxable investment income. This strategy can also provide flexibility and options for adding lifetime income benefits, death benefits, and controlling beneficiary assets. High-income earners may face progressive income tax thresholds, and an investment-only variable annuity can help counter tax liabilities with tax deferral.

Description

Annuities are issued by Transamerica Life Insurance Company and Transamerica Financial Life Insurance Company, and are underwritten and distributed by...

Technical Information

  • File Format: PDF
  • File Size: 2.15 MB
  • Pages: 12
  • Language: EN
  • Total Downloads: 78
  • Last Updated: 6 days ago

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This PDF document about Tax Control Strategy provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Tax Control Strategy.

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