How much will the KissTrust be worth?

Every dollar you add and the earlier you start…increases the value a KissTrust!

 The principal factors that determine the ultimate value of a KissTrust are:

  • whether or not early distributions are allowed before trust maturity
  • length of time the trust is allowed to grow
  • whether the tax-deferred annuity option is selected, so that the growth is tax-deferred
  • the rate of return on the selected investment alternatives
  • tax return preparation costs and tax liabilities if the after-tax mutual fund option is selected
  • whether the KissTrust benefit is withdrawn as a lump sum or as a monthly payment

See for yourself what the KissTrust benefits might be in your case by using one of the KissTrust calculators.

Use this link to compare the tax-deferred investment option versus the after-tax investment option to see how it may affect the ultimate value of the trust.