TITLE

DO VARIABLE ANNUITIES MAKE MORE SENSE AFTER '93 TAX HIKE?

AUTHOR(S)
Hogan, Stephen
PUB. DATE
July 1994
SOURCE
Journal of Financial Planning;Jul94, Vol. 7 Issue 3, p131
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Variable annuities have become more attractive investments with the recent like in federal tax rates. However, the tax hike by itself is generally not a sufficient reason to buy variable annuities since it provides only modest benefits for most investors. Instead, more significant benefits come from longer investment horizons and from keeping annuity-insurance-related costs as low as possible.
ACCESSION #
5559757

 

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