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- whether the KissTrust benefit is withdrawn as a lump sum or as a monthly payment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.


