Is Your Money Working as Hard as it Could?

Taxable Yield Slide Chart

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We printed an interactive tool to demonstrate the annual rate of return needed from a taxable investment to match the return needed from a tax-deferred investment. Using this we look at a taxable return of 6.62% would match the return of a 4.50% tax deferred return if taxed at 32%.

Get your free copy of this tool by clicking the box below so you can begin to demonstrate the power of tax deferral with your clients.

Taxable Yield Slide Chart Form

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To discuss how you can incorporate the power of tax deferral with your clients fill out the form below or give us a call at 877 595 9325

Par Rate Tools Form 2

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