Deferred Gift Annuity
The following rate chart illustrates the potential benefits of a $25,000 deferred gift annuity created by a 50 year old individual.* Notice how the income benefits change with the length of deferral.
| Age |
Length of Deferral |
IRS Discount Rate |
Annuity Rate |
Annual Income |
Income Tax Deduction |
| 50 |
10 years |
6% |
11.2% |
$2,400 |
$6,214 |
| 50 |
15 years |
6% |
15.5% |
$3,100 |
$7,928 |
| 50 |
20 years |
6% |
22% |
$4,400 |
$9,797 |
*These figures are for illustration purposes only and are subject to change. They will change based on your age, the size of the gift used to fund the annuity, the number of beneficiaries, the current annuity rates and the current IRS mandated discount rate.
Deferred Gift Annuity
Information provided on our Internet site is not intended to be tax or legal advice. Please consult a qualified financial advisor before making a gift.
| The Retirement Resource Organization, Inc. is a tax-exempt charitable organization under Section 501(c)(3) of the Internal Revenue Code.
Donations are tax-deductible. | |
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