Talk of The Villages Florida - View Single Post - Inheriting non-spousal annunity
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Old 08-20-2021, 07:33 AM
macawlaw macawlaw is offline
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Another possibility - Do you support any charities? You could donate the asset to a charity, get a tax deduction for the full appreciated amount (thus avoiding any capital gains tax), and still get a lifetime annuity. At your death, the charity gets the money. Your gift could be restricted as to how it could be used. For example, you could have a scholarship named for you at your alma mater.