Our Programs

Tax Deferral on Fixed Indexed Annuities

The Last Bastion of Tax Free Dollars

All annuity values accumulate on a tax deferred basis until withdrawn. Some of Swan's Life Income programs goes even beyond tax deferral; they are tax free.

With tax deferral on the profits of your annuities, your money can grow faster because you earn interest on dollars that would otherwise be paid as taxes.

Your principal earns interest and the interest compounds allowing you to accumulate more money over a shorter period of time, thereby earning a greater return on your money.

The chart on the left illustrates how much more your money grows over a 20-year period with a tax-deferred annuity compared to an account that is currently taxed.

You may be subject to a 10% federal penalty if you make withdrawals or surrender your annuity before the age 59½. If your annuity is within a qualified plan all distributions may be taxable. Under current tax laws annuities grow tax deferred and an annuity is not required for tax deferral in a qualified plan.

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