7 More Family Office Resources:

• Stretch Annuity Family Office Definition: Stretch Annuity Stretch Annuity definition:  A stretch annuity allows an extended period of distributions for beneficiaries, possibly income for life. The flexibility allows better tax planning and longer period of tax ...
• Qualified Annuity Family Office Definition: Qualified Annuity Qualified Annuity definition:  A qualified annuity is 'qualified' by the IRS to grow tax-free until distributions are made. Contributions are made with pre-tax dollars, and distributions are taxed as ...
• Deferred Annuity Family Office Definition: Deferred Annuity Deferred Annuity definition:  A deferred annuity does not pay the account holder until a later date. The account grows tax-free during an accumulation phase, until payments begin during a ...
• Immediate Annuity Family Office Definition: Immediate Annuity Immediate Annuity definition:  An immediate annuity begins paying an account holder immediately.  A lump sum amount is invested and immediately converted to an annuity in a distibution phase. Download our ...
• Legacy Annuity Family Office Definition: Legacy Annuity Legacy Annuity definition:  see the definition for stretch annuity for more information. Download our free Family Office Report to learn more about the family office industry. Read more Family Office Definitions Tags: What ...
• No-Load Annuity Family Office Definition: No-Load Annuity No-Load Annuity definition:  No-load annuity contracts charge no commission and generally have lower expenses than commission loaded annuity contracts.  No-load annuity contracts are available directly from the insurance company ...
• Charitable Gift Annuity Family Office Definition: Charitable Gift Annuity Charitable Gift Annuity definition:  An owner transfers assets directly to a charitable organization for an immediate income tax deduction and lifetime annuity payments to the donor or beneficiary.  ...