I also have multiple annuities that would cover 100% of the purchase price.

It’s probably a little heavy in RE (according to my Financial Advisor), but annuities, insurance, 401k, gold, ESPP, and have a Day Trading account that is performing at 66% this year are all part of the mix.

It should be noted that basis adjustment does not apply to stocks held within other Qualified Retirement vehicles like Annuities, IRAs or 401(k) accounts.

We do have an annuity, social, 401k distributions, pensions,   Consider those when you decide how much to invest in Fixed income.  

I am a retired federal employee, I receive a pension annuity and a specialty social security annuity, due to my profession, as I am not old enough to collect social security yet. 

., which you in turn send to them, they tell you how much they'll buy the note for, then you tell the note holder how much you can buy the note for, by offering a bit smaller amount than what charter is going to pay you.It's says on their website that once the note holder agrees to sell, either the finder can do all the work, or they (Charter Financial) will do the work for no fee to me, to buy the note.I found out about this company years ago, know they have an A rating, with 1 complaint with the BBB in the last 12 months.I just want to see if anyone on BP has made money finding notes, annuities, lottery winnings, business notes, mortgage notes, etc., by referring the notes to Charter Financial for a referral fee?

reduces net income to roughly the same as a lifetime annuity.3. 

Stick with Mortgage note syndication returns of 9-12 range out of the gate and enjoy the annuity.  

If the goal is asset protection utilize bankruptcy protected assets such as retirement accounts, homesteads, private annuities, etc; an asset protection “plan” that utilizes limited partnerships, foreign asset trusts based in Nevis or the Isle of Mann, or renounce your American citizen ship and move assets to Lichtenstein.  

If you're charitably inclined, CLATs (Charitable Lead Annuity Trust) or CRUTs (Charitable Remainder Unitrust).