{
  "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
  "docSlug": "8921baa1a2966ef5",
  "documentTitle": "modern retirement monthly report en",
  "authorId": "UBS",
  "authorName": "UBS",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.776,
  "pageNumber": 44,
  "pageCount": 54,
  "prevPage": 43,
  "nextPage": 45,
  "slideType": "comparison_table",
  "function": "compare_options",
  "density": "dense",
  "nDataPoints": 6,
  "notes": "The slide uses a vertical arrow to represent a spectrum of tax burden, ranking assets from 1 (lowest tax burden) to 6 (highest tax burden).",
  "elementsJson": [
    "headline_text",
    "data_table",
    "other"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/44",
  "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-44",
  "components": [
    {
      "bbox": {
        "h": 0.1,
        "w": 0.2,
        "x": 0.62,
        "y": 0.2
      },
      "kind": "callout",
      "text": "Lower income tax burden Better for heirs",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c1288fd2-8670-42f5-8122-38ad44631584",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.2,
        "x": 0.62,
        "y": 0.75
      },
      "kind": "callout",
      "text": "Higher income tax burden Better for charities",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fff968e5-6d9d-4976-bb23-e577a71107db",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Lower income tax burden Better for heirs; Higher income tax burden Better for charities.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-41a9-74c8-b375-443ce443b534",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.04,
        "x": 0.56,
        "y": 0.18
      },
      "kind": "chart",
      "text": "Vertical arrow indicating tax burden spectrum",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6329753f-c35c-420f-9a72-6e0b4a9f4c2f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.04,
        "y": 0.9
      },
      "kind": "disclaimer",
      "text": "*Assumes that your heir pays taxes at a higher tax rate than you; if not, your family may be better off if you leave tax-deferred assets for your heirs. **This ranking considers federal income taxes. You should also consider state income taxes, as well as federal and state estate tax implications. Source: UBS. For illustration purposes. Strategies are subject to individual client goals, objectives and suitability.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9aefe7c9-80e4-4786-bd08-2ca919aef428",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Income tax burden",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-41a9-74c8-b375-49e92c3dcfb8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.7,
        "w": 0.55,
        "x": 0.04,
        "y": 0.18
      },
      "kind": "table",
      "text": "Rank, Asset, Would your heirs pay income taxes on liquidation or distribution?",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d5f3d675-ba04-4cac-8bdc-0a8bc8e513a0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.7,
        "x": 0.04,
        "y": 0.06
      },
      "kind": "title",
      "text": "In the Legacy strategy, which assets are best for heirs vs. charity?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "644d61c5-0d7d-43da-ad6a-a042bc2cc9f8",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "comparison_frame",
      "slug": null,
      "matchId": "b520f23b-b027-4eb0-8649-cf419e4d387f",
      "evidence": "The slide compares assets based on tax efficiency for two different beneficiaries (heirs vs. charity).",
      "confidence": 0.8
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}