Your Cash Flow Statement The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Retirement Realities Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future. 3 Ways to Save Without Tax Deferral Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance. Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.