Fair Tax Part 1 of 4 by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

 

Underlying all conversations about annuities is the issue of tax deferral and the marginal tax bracket for most investors.   This calculation of the value of tax deferral,  plus the acknowledgement of the exclusionary ratio (the percentage of annuitized withdrawals credited as principal or interest) represent the two key tax advantages annuities provide American savers.

This is […]

By |August 31st, 2010|Uncategorized|14 Comments

Capital Gains Part 3 of 3 by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

There are even people who believe they should hold on to their assets rather then sell them when the country is characterized by a high capital gains tax.

Harry Wallop Consumer Affairs Editor writes on the repercussions,

“The institute studied America, where the rate has changed substantially – both up and down – since the 1950s. It […]

By |July 30th, 2010|Uncategorized|2 Comments

Capital Gains Part 2 of 3 by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

There are several issues people have with high capital gains taxes. The first is that many Americans are involved in the stock market and it could discourage investment, the second is that capital gains taxes do not generate substantial revenue, the third major reason is capital gains taxes hurt businesses and finally capital gains taxes […]

By |July 28th, 2010|Uncategorized|0 Comments

Capital Gains Part 1 of 3 by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

I’ve been marketing annuities since 1984 when I was hired by PaineWebber to be a financial advisor.  During the course of the past nearly three decades, the prospects for annuities often rose or fell based upon the change in marginal income taxes, dividend taxation or capital gains taxation.  Only variable annuities—with their underlying stock investment […]

By |July 26th, 2010|Uncategorized|0 Comments