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Your Retirement Plan
Additional details and highlights of the
Take advantage of the tax advantages
By enrolling, you can gain these important tax advantages1:
- Lower your current income taxes.
- Plan your distributions for years when your income tax rate may be lower than it is now.
- Don’t pay income taxes on any growth until you receive your planned distribution.
THE ADVANTAGES OF DEFERRING
| NON-QUALIFIED PLAN | PERSONAL INVESTMENT ALTERNATIVE (SAVING AFTER TAX) | |
|---|---|---|
| Amount deferred | $25,000 | $25,000 |
| Current income tax at 40% | (0) | ($10,000) |
| Net amount to invest | $25,000 | $15,000 |