The Retirement Income – for Everyone Trust

Give the Gift That Truly Matters – A Gift Towards a Child’s Retirement

We are proud providers of the “Retirement Income for Everyone Trust” through Edelman Financial Services, LLC. Schedule an Appointment to find out more!

RIC-E Retirement Trust




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.

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.