Retirement Compensation Funding

 

 

Funding Solutions | The Annuitizer 
   
 

The ANNUITIZER - Guaranteed Funding for RCAs

The Situation:

Are you about to retire with a supplemental pension promise?  Do you not want to worry about future interest rates, or earning assumptions, or the requirement for a future top-up?

The Solution:

  An RCA is established.  RCF provides the insurance company with the structured annuity calculation based on the internal rate of return given by the insurance company.  Refunds from the Refundable Tax Account in the future can be determined based on the guaranteed stream of annuity payments and interest assumption. 
  

This material is for information purposes only and should not be construed as legal or tax advice. Every effort has been made to ensure its accuracy, but errors and omissions are possible. Individual circumstances may vary and specific legal and tax advice is recommended.

This strategy is based on current tax legislation. Future tax changes and market conditions may affect this program

 

 
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