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Liberty Life - Calculator

In a taxable vehicle, a percentage of your money's earned interest is 'taxed-away' each year at your regular tax rate. With a deferred annuity, you get the power of tax deferral, which means your annuity value earns interest that won't be taxed until it's withdrawn. As your interest accumulates, it in turn earns interest, compounding your gains each year. Use this calculator to compare the tax advantages of saving in an annuity versus an account where the interest is taxed each year such as a CD.

Savings and Assumptions

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Marginal Tax Brackets

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This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.