Do the math: Your clients' actual marginal tax rates will help sell value of annuities

Streiff, Thomas
September 1998
National Underwriter / Life & Health Financial Services;9/7/98, Vol. 102 Issue 36, p12
Cites the importance of the tax structure for special needs insurance companies in determining whether an annuity is appropriate for the client. Impact of back-door tax increases on the client's marginal tax rates and effect of marginal tax rates on annuity or individual retirement account buying decisions; Impact of phase-outs in a dual income couple.


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