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What Is The True Value Of Tax Deferral?
What Is The True Value Of Tax Deferral? In this session at the SOA 2003 Washington, DC Spring ... not the case with deferred annuities. The primary issue that we want to look at is whether tax deferral ...Description: In this session at the SOA 2003 Washington, DC Spring Meeting, the panelists discuss the value of deferred taxes to the owner of an IRA, 401k or similar product. The time it takes for tax-deferral benefits to overcome typical penalties levied on early distributions is reviewed. They also discuss the effect of tax deferral on the risk profile of investments.
Hide- Authors: Krzysztof Ostaszewski, James M Carson
- Date: May 2003
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans