How Can a Trust own an Annuity?

How Can a Trust own an Annuity?

Joena Russell, CFP?, RCC? Joena Russell, CFP?, RCC?

Joena Russell, CFP?, RCC?

??Architect of Wealth & Catalyst for Big Dreams—guiding some of the nation's brightest and busiest towards financial freedom. ??

发布日期: 2015年3月2日
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Journalist Ed McCarthy recently interviewed JeffNat president Larry Greenberg for a series of articles that discuss advanced planning strategies for wealth transfers by holding variable annuities (VAs), specifically investment-only VAs (IOVAs), in trusts. As he notes, simple, stripped-down products with scaled-back living benefits, a broad selection of investment options, and access to alternative asset classes are in. Complex features and benefits with trumped-up living benefits are out.

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