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Give the Gift That Truly Matters - A Gift Towards a Child's Retirement

Imagine how much more secure your retirement would be if you had started saving as a child. Now, you can provide this help to your children and grandchildren - from newborns to adult children.

Helping to make this possible is the RIC-E Trust®, a retirement planning tool that combines an irrevocable trust with a variable annuity. The RIC-E Trust® was invented by Ric Edelman, twice named (in 2009 and 2010) as the #1 Independent Financial Advisor in the nation by Barron's¹. Ric was awarded two patents for the RIC-E Trust® - which, we hasten to point out, reflects the innovativeness of the process and does not address any investment results that might or might not be derived from the RIC-E Trust® itself. The awarding of a patent does not constitute an endorsement nor does it affirm the suitability of the RIC-E Trust®.

When you create a RIC-E Trust®, you contribute as little as $5,000, and you designate a child or grandchild to receive the money when he or she reaches retirement age. Your gift will grow without taxes until the child receives the money in retirement. The ultimate value that the child receives will depend in part on how much you contribute and how many years the money remains in the trust.

Click here to learn more about the RIC-E Trust