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Tax Legislation

The past several years have seen tremendous changes in the federal tax code. These changes were designed to increase Americans' ability to save and invest for their futures. Are you taking full advantage of these new savings and investment opportunities? Your VALIC financial advisor can help you find out. For example, your VALIC financial advisor can sit with you, face to face, and discuss ways you can use the savings from the new lower income tax rates to set aside money to fund a child's education. Or how you can now increase contributions to a tax-advantaged retirement savings plan due to higher contribution limits. The tax law changes have been a significant boon to many investors seeking to ensure their financial futures.

But we don't stop there. We also work for you in the legislative halls and chambers where new tax laws are enacted, promoting state and federal legislation favorable to retirement investors and tax-qualified investment plans. For example, we were instrumental in crafting the most recent tax law changes, known formally as the Economic Growth and Reconciliation Act of 2001.

If you are not availing yourself of the additional ways to save and invest, there's no better time than now to learn how recent tax legislation can help you reach your financial goals. Your VALIC financial advisor has many tools available to assist you in setting up a financial plan that benefits you and your loved ones.

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Important Notice About Purchasing a VALIC Annuity

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who purchases certain VALIC annuity products.
What this means for you: When you purchase certain VALIC annuity products, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may ask to see your driver`s license or other identifying documents.

Securities and investment advisory services are offered through VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment advisor.

Annuities and insurance products are offered by The Variable Annuity Life Insurance Company (VALIC), AIG Annuity, AIG affiliated insurance companies or other approved companies. Each underwriting company is financially responsible for its own insurance products.

AIG VALIC is the marketing name for the group of companies comprising VALIC Financial Advisors, Inc.; VALIC Retirement Services Company; and The Variable Annuity Life Insurance Company (VALIC); each of which is a subsidiary of American International Group, Inc. This information is general in nature and may be subject to change. Neither VALIC nor its financial advisors or other representatives give legal or tax advice. Applicable laws and regulations are complex and subject to change. For legal or tax advice concerning your situation, consult your attorney or professional tax advisor.

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Last Updated: 4/10/2006