Morningstar Advisor - August/September 2013 - (Page 32b)
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Tax Deferral has distinct advantages.
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DISTINCT ADVANTAGES OF
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can invest in our tax-advantaged account.1
The simple brilliance of deferring taxes.
While it’s impossible for individuals to avoid
taxes on most investments, it’s often possible
to defer them. Deferring taxes in a low
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Monument Advisor2
over time results in
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and principal compound until you withdraw
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Tax-deferral for Managing A Volatile
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$1,000,000
900,000
800,000
700,000
600,000
500,000
400,000
300,000
200,000
100,000
000
000
000
000
000
000
0
Distribution Age
Initial Contribution
After-Tax Dollars
Withdrawn Per Year
Distribution Income
Tax Rate
65
$200,000
$50,000
35%
Horizon
Portfolio Type
Income Tax Rate
Infl ation Rate
95
Moderate
35%
2.6%
The above is a hypothetical example, use the Tax Deferral Calculator at
jeffnat.com for full details and personalized illustrations.
Learn more about Monument Advisor: Call 1.866.667.0564. Or visi
The Power of Tax Deferral
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Table of Contents for the Digital Edition of Morningstar Advisor - August/September 2013
Morningstar Advisor - August/September 2013
Contents
Contributors
Letter From the Editor
Under Pressure
Has Your View of Bonds Recently Changed?
The Simple Life Cuts a Path to Prosperity
How Extended Is Your Bond Fund?
A Bond Contrarian Scours the Globe for Value
Investments á la Carte
Investment Briefs
Bond Market Behemoths
Shopping in the Digital Age
Shopping in the Digital Age
Diverse Crowd
Motor City Meltdown
Bond Convergence
Corporates Are Fairly Valued, but Opportunities Will Arise
A Legend Still Pines for the Good Fight
Greener Pastures
Forecasting Market Bubbles and Crashes
Forecasting Market Bubbles and Crashes
Home-Court Advantage
Overcoming Technophobia
These Funds Are Counting on Undervalued Sectors
Our Favorite Mutual Funds
50 Most-Popular Equity ETFs
Undervalued Stocks With Wide Moats
What Price Advice?
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