7 More Family Office Resources:

• 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 ...
• Income Annuity Family Office Definition: Income Annuity Income Annuity definition:  see the definition for immediate 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 ...
• 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 ...
• 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 ...
• Variable Annuity Family Office Definition: Variable Annuity Variable Annuity definition:  A variable annuity has an investment component which determines the size of payout.  The guaranteed payment can fluctuate but has a chance of higher market returns. Download ...