Finding products with Tax-Deferral features

We have only a few tax-deferral vehicles to choose from. With a tax-deferred account, all taxes on investment earnings are deferred until you begin to withdraw. This enables your money to grow faster than if it were placed in an investment where taxes are due each year, since 100% of your earnings are earning interest.

The strength of Tax-Deferral
The chart below compares how three different $10,000 investments might perform over 10, 20 and 30 years. The example illustrates an investment in a non tax-deferred account, assuming that taxes are paid annually out of that account; how the same investment would grow in a tax-deferred investment; and the net value of the tax-deferred investment after paying taxes on the full account value.

Request a quote for Tax-Deferral by completing our Contact Form.