Understanding Taxable Equivalent Yield

When it comes to investing, a key consideration is the yield (or return) expected on investments. It’s important to understand that not all yields are created equal, especially when taxes are involved.

When it comes to investing, a key consideration is the yield (or return) expected on investments. It’s important to understand that not all yields are created equal, especially when taxes are involved.
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By Erick Lindewall, Vice President of Annuity Sales, DMI A few weeks ago I was on a call with an advisor who’s been writing FIA business almost as long as I have. Smart guy. Big book. He was bracing for the renewal conversation. You know the one. […]
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