A Challenge to Current Thinking on Income Deferral
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2 0 1 4
PSX: A
DV
AN
TA
GES
TO
PR
E-T
AX
DEF
FER
AL
Basic Truths Still Hold
PSXA
PRIL
2014
Deferral with Higher Tax Rates Ahead
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2 0 1 4
PSX: A
DV
AN
TA
GES
TO
PR
E-T
AX
DEF
FER
AL
PSXA
PRIL
2014
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2 0 1 4
PSX: A
DV
AN
TA
GES
TO
PR
E-T
AX
DEF
FER
AL Lower Rates Now Do Not Matter
PSXA
PRIL
2014
PS
X: A
VA
NT
AG
ES T
O P
RE-
TA
X D
EFFE
RA
L
Deferred Compensation Plan Provides Advantages Over
Personal Investment Account as Taxes Rise
Security Concerns and Investment Choices
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2 0 1 4
Securities offered through Registered Representatives of ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through ValMark Advisers, Inc., which is an SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc..
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