Ten things the average person doesn’t know about annuities Deferred annuities have features found nowhere else. It plays a major role in the portfolios of older persons. Senior citizens billions of dollars in deferred annuity. However, my experience is that the average person knows little about the unique advantages of deferred annuities, much less their […]

You must use a charitable gift annuity Charitable gift annuity is a contract that gives an individual (called the donor) gift value (monetary or other assets) irrevocable to qualified charity and in return receive a charitable tax deduction. For this gift, the charity agrees to pay a fixed amount of money to the donor (s) […]