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Do Gift Annuities Now Make Sense?

Balancing income with spending needs during retirement is a tough nut to crack even for the most careful planners. To that end, annuities have begun to get the nod from the financial planning community, regulatory and individual investors. But not all annuities are the same. There are some which make more sense to investors now than ever before.

We are talking about charitable gift annuities.

Thanks to a variety of factors, charitable gift annuities have been “left for dead” by investors over the last decade or so. However, recent turns of events have made the annuity variety very lucrative for a variety of situations. It is time that we start considering the humble gift annuity again.

Be sure to check the Retirement Channel to learn more about investing strategies to build up your nest egg.

What Is a Gift Annuity?

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How To Add a Gift Annuity to Your Portfolio

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