A strategy designed to stretch income across multiple generations
Leaving a lump sum inheritance to your heirs is an option. You may also consider using an annuity to create a legacy of income that may span generations.
Using a single premium immediate annuity to create multigenerational income
A hypothetical case study
FOR ILLUSTRATIVE PURPOSES ONLY. Actual results may vary. This strategy may not be appropriate for all situations and circumstances. Stretching retirement assets over generations is not a feature of an annuity; it is a strategy for which a non-qualified annuity is one product that may be used. This strategy may be appropriate if you do not need to maximize current income from your annuity. Also keep in mind that tax consequences may impact this strategy. See your tax professional for guidance about your specific tax situation.
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