The Planning Need
If older loved ones are dependent upon your supplemental income support, and you desire to convert this income into a lower tax bracket, the Middlebury Annuity Trust provides a secure fixed payment income for them while reducing your taxes...best for those ages 40+ seeking to supplement the income of older beneficiaries, ages 65+.
The Solution
A Middlebury Annuity Trust offers a fixed income payout that continues to generate quarterly income for life. The trust improves current cash flow over many other income alternatives.
The Annuity Trust offers:
Increased income and bypasses immediate gains taxes at the time the trust is funded
A major income tax deduction which reduces your taxes now
Professional trust management The Annuity Trust attributes:
Fixed dollar payment
Quarterly income beginning immediately
Can be written to benefit one or more individuals: for life or for a term of years not exceeding 20 years
Charitable income tax deduction for a portion of the gift and capital gains benefits
$100,000 minimum