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Why a private annuity is a powerful estate planning tool

$225.00

SKU: TXIma142. Category: .

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Abstract: Affluent families looking for ways to reduce their gift and estate tax exposure should consider private annuities. Under the right circumstances, a private annuity can generate significant tax savings. A 2013 U.S. Tax Court decision that approved the use of a deferred private annuity for estate planning purposes has potentially made this tool even more powerful. This article explains how a private annuity works and the advantages of deferral.

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