Maximize tax-deferred growth
Variable annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk, and possible loss of principal. Variable annuities contain both investment and insurance components and have fees and charges, including mortality and expense, administrative, and advisory fees. Optional features are available for an additional charge. Guarantees are subject to the claims-paying ability of the issuing insurance company.
Tax-deferred investing is a powerful approach to help manage tax exposure and protect wealth while providing access to the market’s growth potential. The longer clients stay invested, the greater the impact tax deferral and compounding can have on their assets. Because they don't pay taxes until they make a withdrawal, they have potentially more money that can continue working for them.
For strategies to help maximize tax efficiency, consider Lincoln variable annuities.
Lincoln Investor Advantage®
Tax-deferred growth and optional tax-efficient income distribution strategy, for an additional cost
For tax-efficient traditional living benefits and guarantees
Lincoln Core CapitalSM
Tax-deferred growth, principal protection with an option to produce future income
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent advisor as to any tax, accounting or legal statements made herein.
Investors are advised to consider the investment objectives, risks, and charges and expenses of the variable annuity and its underlying investment options carefully before investing. The applicable prospectuses for the variable annuity and its underlying investment options contain this and other important information. Please call 888‑868‑2583 for free prospectuses. Read them carefully before investing or sending money. Products and features are subject to state availability.