Tax-Deferred Laddering

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      HIGHER INCOME
      LOWER TAXES
     UPSIDE GROWTH POTENTIAL

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What is Laddering?

Staggering deposits into investments such as CDs in order to vary and better the rate of return. “Ontarioequity.com”

A technique that consists of staggering the maturity dates and
the mix of different types of bonds. “quoteforms.com”

Purchasing bonds that mature at various intervals. This provides
the investor with greater regularity of income. “teenanalyst.com”

Using a series of varying length financial products to minimize
the affect of Interest rate changes. “Kelly Kleinsasser”

Tax Deferred Laddering Defined

Series of annuities that provide tax advantaged income and potential growth of principal through the use of a single premium immediate annuity that provides income combined with several deferred annuity legs that provide growth.

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Give your clients what they want & need! HIGHER INCOME LOWER TAXES UPSIDE GROWTH POTENTIAL