private annuity การใช้

• In 40 years, the private annuities would supplant the old system, and pay better benefits.
• At retirement, the money can be used to buy a private annuity that pays a fixed monthly stipend.
• Southwick wrote for a unanimous three judge panel on an issue involving the valuation of private annuities for estate tax purposes.
• After his initial book on the subject in 2003, private annuity trusts became increasingly popular with financial and real estate advisors.
• Specialized companies sprang up across the US marketing private annuity trusts to the general public sometimes misrepresenting the benefits or applying the strategy inappropriately.
• Money from selling public lands and other federal assets could be used to purchase private annuities for every American currently receiving Social Security benefits, he said.
• The investment of the pre-tax proceeds potentially gives private annuity trusts the ability to generate substantially more money over the long run than a direct and taxed sale.
• Unless the government mandates that people convert their personal accounts into private annuities, retirees are in danger of outliving their money, leaving them to survive on the meager government benefit.
• In capital gains tax planning, Richard T . Williamson is considered one of the early experts contributing to the understanding and use of the tax deferral strategy known as the private annuity trust.
• The creditors'plan would have replaced the pensions with private annuities, but the union opposed that move, saying that if the annuities failed, then the workers would lose their retirement benefits.
• Almost unnoticed 17 years ago, employees of Galveston, Brazoria and Matagorda counties collectively jumped through a loophole in federal law that let them opt out of Social Security and save for retirement through a private annuity program.
• The law allows for individuals to defer capital gains taxes with tax planning strategies such as the structured sale ( ensured installment sale ), charitable trust ( CRT ), installment sale, private annuity trust, and a 1031 exchange.
• Thus, potential benefits from a private annuity trust include lifetime income, deferral of capital gains and depreciation recapture, investment flexibility and diversification, enhancement of retirement income, and tax-free inheritance of the remaining trust funds by the designated beneficiaries.
• The growing popularity and perceived abuse of private annuity trusts drew the attention and scrutiny of the Internal Revenue Service and on October 18, 2006 the IRS issued a Notice of Proposed Rulemaking that basically eliminated any tax deferral benefits of private annuity trusts created after that date.
• The growing popularity and perceived abuse of private annuity trusts drew the attention and scrutiny of the Internal Revenue Service and on October 18, 2006 the IRS issued a Notice of Proposed Rulemaking that basically eliminated any tax deferral benefits of private annuity trusts created after that date.
• The Structured Sale ( Ensured Installment Sale ) has generally considered to be a much superior tax deferral method to the PAT . However, this is heavily debated by E . Anthony Reguero, who contends that if used properly, the Private Annuity Trust is superior to the Structured Sale both in terms of the tax benefits to the beneficiary or client AS WELL AS the number of ways the IRS can benefit by taxing the trust.