Annuity payouts to client

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Jun 23, 2011 11:10 pm

I have a 58 yr old that wants to go ahead and start taking income.  Is willing to give up principal or do it in a charitable remainder trust to get a higher payout.

I can't find anything higher than 5% in a VA and 5.7% in a SPIA.

Jul 25, 2011 6:11 am

My friend is an estate planner.I have heard from him that a
charitable trust can help achieve multiple planning benefits including;
providing for a charity, allowing an individual. So I want to invest in
charitable annuity. Please share your views regarding this.

charitable annuity

Jul 25, 2011 12:51 pm

Little late to the party but:
Metlife pays 6% no matter age.

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