A portfolio of Secondary Market Annuities often involves multiple cases.  We have clients who have bought 20+ deals, and most buy 2 to 5 deals to get what they are seeking.  Keeping track of multiple deals can be challenging, especially when contracts take time, documents are going back and forth, and time goes by.

For clients looking for specific income in certain years, or seeking to manage their income from year to year, a summary table can be very helpful.

This summary table shows your annual income amounts from all your SMA’s for easy planning.  A sample is HERE.

Please note, we’re not offering tax advice on the exclusion ratio of the specific annuities.  It’s our understanding of current IRS rules that this is the case, but consult your own advisor.

If you would like the excel template to build your own, click HERE.