Don’t Choose the Wrong Annuity

When you and your Financial Advisor and Attorney decide to invest Charitable Remainder Trust assets in a deferred annuity contract, how do you choose the right annuity product and issuing company? The annuity product should not contain restrictive features that can limit income distributions or create negative economic impact on the charitable remainder interest. A deferred annuity has proven to be a powerful investment vehicle when used inside a Charitable Remainder Trust.  There’s a lot to this, look to an experienced advisory team who can help with case design, legal, accounting, tax, administration and trust transfers.

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