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no step-up in basis, and no donation of appreciated shares to charity. When you pull money out of a VA it is taxed at your regular marginal rate instead of the lower qualified dividends/long-term capital gains rates. To make matters worse, when you pull money...
Charts allow for a big-picture overview of progress towards multiple goals on the same graph. We like the way the goal charts look for multiple short-term goals, as the bars are relatively large to allow visibility into relative progress. The chart’s appearance is a bit less granular, espe...