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Fixed Income Insights
Jackson®: Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
Market Outlooks
Principal Global Asset Allocation View
Key themes from 3Q 2023 – featuring Seema Shah (Chief Global Strategist) and Todd Jablonski (CIO, Asset Allocation).
Market Outlooks
The case for emerging market debt: Looking abroad for yield
An active, total return approach may offer yield and diversification benefits while also mitigating risk
Protect Your Family
Expanding and Protecting Your Savings
This piece is approved to use with clients.
Learn additional ways to save if you’ve already maxed out your retirement savings accounts and different strategies worth considering to help protect your hard-earned income and assets.
Market Outlooks
Transamerica: Make The Most Of Your Legacy
Using Transamerica's annuities in irrevocable trusts
Market Outlooks
Nationwide: Relief for small businesses
In March 2020, three important pieces of legislation were signed into law in response to the novel coronavirus pandemic.