2023 Marcum Year-End Tax Guide

126

Annual Premium Outlay

Base Income- Tax Equivalent ROI

ILIT Income & Estate Tax Equivalent ROI

Net Surrender Value

Net Death Benefit 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000 20,000,000

Year

Insured's Ages

Base ROI

1

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2042 2047 2052 2057 2058 2059 2060 2061 2062 2063 2064 2065 2066 2067 2068 2069 2070 2071 2072 2073 2074 2075 2076 2077 2078 2079 2080 2081 2082

53 54 55 56 57 58 59 60 62 72 77 82 87 88 89 90 92 93 94 95 96 97 98 99 61 91

46 47 48 49 50 52 53 54 55 65 70 75 80 82 83 84 85 86 87 88 89 90 92 93 94 95 96 97 98 99 51 81 91

89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464 89,464

- - - - - -

22255.4%

30489.8%

42685.8%

2 3 4 5 6 7 8 9

1346.0% 470.2% 256.7% 169.3% 123.5%

1844.0% 644.1% 351.7% 231.9% 169.1% 131.3% 106.2% 88.5% 75.4%

2581.6% 901.8% 492.4% 324.6% 236.8% 183.8% 148.7% 123.9% 105.6% 38.3%

33,787 160,661 286,940

95.8% 77.5% 64.6% 55.1% 20.0% 14.5%

10

412,731

20 25 30 35 36 37 38 39 40 42 43 44 45 46 47 48 49 50 52 53 54 55 56 57 58 59 60 41 51

1,276,230 2,001,974 2,935,257 4,027,930 4,255,058 4,481,409 4,706,154 4,928,471 5,147,826 5,336,977 5,516,670 5,687,637 5,998,004 6,137,322 6,267,034 6,388,394 6,503,205 6,615,230 6,727,743 6,840,684 6,958,292 7,063,851 7,158,010 7,242,372 7,317,658 7,385,893 7,451,103 7,522,816 5,848,111

27.4% 19.8% 15.2% 12.0% 11.5% 10.6% 10.2% 9.8% 9.5% 9.1% 8.8% 8.5% 8.2% 7.9% 7.6% 7.4% 7.2% 6.9% 6.7% 6.5% 6.3% 6.1% 5.9% 5.8% 5.6% 5.4% 5.3% 5.1% 11.1%

27.7% 21.2% 16.9% 16.1% 15.5% 14.9% 14.3% 13.8% 13.2% 12.8% 12.3% 11.9% 11.5% 11.1% 10.7% 10.3% 10.0% 9.7% 9.4% 9.1% 8.8% 8.6% 8.3% 8.1% 7.8% 7.6% 7.4% 7.2%

11.1% 8.8% 8.4% 8.1% 7.8% 7.5% 7.2% 6.9% 6.7% 6.4% 6.2% 6.0% 5.8% 5.6% 5.4% 5.2% 5.1% 4.9% 4.7% 4.6% 4.5% 4.3% 4.2% 4.1% 4.0% 3.9% 3.7%

100 101 102 103 104 105 106 107 108 109 110

100 101 102 103 104 105

111

112

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