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  • Legacy, estate & wealth transfer

    • Summary: Choosing the right annuity for a trust

    Key highlights
    • Choosing the right annuity for a trust starts with identifying the trust’s objectives — whether that’s tax efficiency, income generation or asset growth
    • Many types of irrevocable trusts — including credit shelter, marital and special needs trusts — use annuities to achieve specific goals, but not all trusts can own annuities
    • Find annuities with the right combination of features for the trust’s objectives and the beneficiary’s unique needs and characteristics

    Annuities can be a valuable tool when used within trusts, offering benefits such as tax deferral, market participation and income control. Understanding the trust structure helps ensure that annuity ownership aligns with both legal requirements and the trust’s intent.

    Download the full article to get an overview of why and how annuities can be used in trusts, along with some popular strategies.

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    Nationwide is here to help
    If you have questions about using an annuity within a trust, our experts can help.
    Contact Nationwide’s Advanced Consulting Group at 614-677-6500 or ADVCG@ntionwide.com.
    For more legacy, estate and wealth transfer planning resources, visit nationwide.com/SimplifyLegacyPlanning.

    Nationwide and its representatives do not give legal or tax advice. An attorney or tax advisor should be consulted for answers to specific questions.