RFSCO, Inc.

August 1998
Table of Contents

'Megannuities'--An Idea Whose Time Has Come?

Easy Marketing Idea Yields Big Results

In the News...

Federal Court Gives Gift Annuities the Green Light

AFMR Discount Rates

 

DISCOUNT RATES

Here is the trend in adjusted federal midterm rates (AFMRs), which are used in calculating the benefits of split-interest gifts:

AUGUST 1998 6.8%
JULY 1998 6.8%
JUNE 1998 7.0%
MAY 1998 6.8%
APRIL 1998 6.8%
MARCH 1998 6.8%
FEBRUARY 1998 6.8%
JANUARY 1998 7.2%
DECEMBER 1997 7.2%
NOVEMBER 1997 7.4%
OCTOBER 1997 7.6%
SEPTEMBER 1997 7.6%
AUGUST 1997 7.6%
JULY 1997 8.0%
JUNE 1997 8.2%
MAY 1997 8.2%
APRIL 1997 7.8%
MARCH 1997 7.8%

 


www.sharpenet.com · info@rfsco.com
© 2000 Robert F. Sharpe & Company, Inc.
ALL RIGHTS RESERVED