Is Variable Annuity Tax Deferral Worth Paying for Again?
Feb 28, 2013
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By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
When tax rates were lower, variable annuities made sense only from a risk management perspective. Now, as tax and growth rates start to rise, low-cost variable annuities could make a good asset location vehicle for higher-returning investments.