Sentences with phrase «deferred vehicles like»

Not exact matches

Putting in the same principal and annual contributions, what will you accumulate in a fully - taxable account, in a tax - deferred option (like an FIA) and in a tax - free vehicle?

• Paying more in taxes than necessary: Use tax - deferred or tax - free investment vehicles like Roth IRAs and Roth 401ks.

A Multi-Year Guaranteed Annuity (MYGA) is a tax - deferred retirement savings vehicle that provides fixed asset accumulation, much like a CD.

Given the sustainability concerns of Social Security, it is important to consider additional savings vehicles, like fixed indexed annuities, which also provides guaranteed lifetime income, in addition to principal protection from market declines and tax - deferred growth.

Given the sustainability concerns of Social Security, it is important to consider adding savings vehicles to your financial portfolio, like fixed indexed annuities (FIAs), that provide guaranteed lifetime income, in addition to principal protection from market declines, and tax - deferred growth.

It's best to have money in a savings account and a tax - deferred growth vehicle like an IRA or fixed annuity.

Strategies like using tax - deferred vehicles and reinvesting your periodic interest payments can also increase returns in most cases over the long - haul.

The money in the cash value portion of your whole life insurance policy is tax - deferred, meaning you don't pay taxes on it until you withdraw it, but many other investment vehicles (like 401 (k) s and traditional IRAs) also offer this option.

In the insurance world you will see universal life insurance being used more in advanced estate planning after other tax - free / tax deferred options (like 401ks, IRAs, etc...) have been maxed out and customers are seeking ways to maximize their money in a tax deferred way to help minimize current tax obligations that can't be gained using other forms of investment vehicles.