|
* Actual returns will vary over time, particularly for long-term investments. Investments that offer the potential for high rates of return also involve a higher degree of risk. Note: This hypothetical chart is an example only, does not reflect any specific investment, and is not a guarantee of future return. Fees and charges, if applicable, are not reflected in this example and would reduce the results shown. Income taxes are payable upon withdrawal. Also, federal withdrawal restrictions and tax penalties may apply to withdrawals prior to age 59½. Lower maximum capital gains rates may apply to certain investments in a taxable account which would reduce the difference in performance of the account shown. You should consider your personal investment horizon and current and anticipated income tax brackets when making investment decisions as these may further impact the results of the comparison. Assumptions: In the case of the taxable account, the numbers are the result of assuming the marginal tax rate is deducted annually on any interest accumulated. In the case of the tax deferred account, the numbers are the result of depositing any marginal tax savings on the deposited amount. | ||
|
|
