Circle of Conservators

Annuity Trust

What?

  • Make a gift to TRGT and receive a fixed lifetime income for you and your spouse

Why?

  • Receive a fixed lifetime income of an amount you determine
  • Provides federal and state income tax deductions
  • No capital gains tax
  • Provides possible estate tax savings
  • Provides TRGT with assured income to fund land conservation projects

Who?

  • Optimal for people over 70
  • Must be at least 50 to qualify for income tax deductions

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For informational purposes only, and is not intended to be tax or legal advice. Prior to making a gift to TRGT, please consult a qualified financial advisor.