How you save taxes

When you establish an annuity, you are entitled to an immediate federal income tax deduction for a portion of your gift. Your deduction is based on the size of your contribution, the gift payment rate and the ages of the income beneficiary(ies). With a deferred arrangement, you receive a higher immediate income tax deduction.

With a gift of appreciated property, you can avoid the 20% to 28% capital gains tax. You may also realize significant estate tax savings.
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