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A planning tool designed to illustrate the income and estate tax impact on deferred annuities* at death, our Annuity Maximization program provides two strategies to reposition your deferred annuity and maximize your assets:
- Systematically convert taxable assets into an estate and eliminate income taxes with a properly owned Life Insurance policy.
- We also recommend that you work with your attorney and/or tax advisor.
- Systematically convert a taxable asset into a Long-Term Care Insurance policy.
The Advantages
Choose the asset strategy right for you and your loved ones. The Annuity Maximization program compares the impact of holding an annuity with leveraging an annuity into Life or Long-Term Care Insurance.
*Non-deposit investment products are offered through U.S. Bancorp Investments, Inc.
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