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.