Sample Cases

Assumptions

See Notes Below

This format is the same as the previous example. Only the numbers have changed.

The current value is $250,000. This is a deferred annuity that the client wants to keep for liquidity and current and projected market gains. The client is satisfied that he can expect a net 8% growth rate for the long term.

Let's look at the future of this annuity, based on the client's income and estate tax rates and growth assumptions.

	(c) 2009 CatMark, Inc.