Subject: The Impact of taxes on withdrawals.
Uses: Can be used in any presentation where the discussion deals with the advantages of tax-free withdrawals in retirement. A greater withdrawal is required from a tax deferred account to equal the after-tax spendable portion coming from a Roth IRA (or indexed universal life insurance contract – IUL). This can consume the tax deferred balance sooner.
Editable in PowerPoint: The text between the two buckets is editable. Background color and style can be changed.