Annuity payouts to client

Jun 24, 2011 3:10 am

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 10:11 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 4:51 pm

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

Sep 26, 2011 9:01 am

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