Tag Archives: tax efficiency

[alert_box style="message" close="no"]Here is a link to the PDF: Optimizing Fixed Annuity Tax Deferral.[/alert_box] DISCLAIMER: This article discusses topics at the nexus of investments, annuities, and taxes. This article does not provide and should not be construed as providing tax advice. In order to assess tax benefits specific to annuities, we assume they are held…