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Personal Investments • Fee only investment advisor recommending Investment Only Variable Annuity?

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, I’m trying to compare the outcome with the alternative which is plunking an extra 62.5k per year into taxable, paying the tax drag on any dividends, and paying capital gains when it comes out.
My view is that I would much rather pay LTCG tax than have the funds taxed as ordinary income when it is withdrawn....
In a nonqualified account there is also yearly taxation of stock dividends and bond coupons.

Statistics: Posted by AlwaysLearningMore — Mon Apr 01, 2024 2:13 pm — Replies 39 — Views 1905



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