Use this tool to estimate your fixed lifetime income and potential charitable benefit when establishing a CGA. Values are illustrative and based on simplified assumptions.
Results
Payout Rate: %
Annual Lifetime Income: $
Estimated Charitable Deduction: $
Estimated Amount Left to Charity: $
Funding Source Impact:
*These results are estimates and may vary depending on IRS 7520 rates, full actuarial tables, and your personal tax situation. Please consult your advisor.
