| This is one of the most frequently asked
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| | (such as if you outlive your IRS life
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| questions of those considering the
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| | expectancy), or pass to your heirs upon
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| Private Annuity Trust. As with almost all
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| | your death.If your trust loses large sums
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| things financial, there is no one single
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| | of money while invested in volatile
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| right answer.For instance, if you attend
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| | investments, it is very possible that the
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| a seminar presentation sponsored by
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| | trust will run out of funds before
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| persons wearing thousand dollar suits,
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| | completing its obligated series of
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| you may hear that your funds should be in
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| | payments. This means money you are
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| stocks, bonds, mutual funds, etc. where
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| | counting on to live on is no longer
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| they project double digit annual
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| | available. Many people fear outliving
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| increases by taking advantage of their
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| | their money, and chances are there is
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| financial prowess.This often sounds
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| | little chance to replace this income in
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| tempting, as of course, you want your
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| | later life.If the trust is burdened by
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| funds to grow by leaps and bounds. These
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| | heavy money management fees and its own
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| advisors also want to have your money to
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| | annual tax burden if the funds earn
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| actively manage, as they earn their
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| | taxable annual income, this can dilute
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| living from management fees and
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| | the earnings as well.So, there are very
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| commissions.If you are young enough, and
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| | good reasons commercial annuities from A
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| have some funds you want to allocate to
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| | rated insurance carriers make sense
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| more volatile investments with the
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| | within a PAT.1. Tax deferred income
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| possibility of large returns, this
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| | within the trust. The trust itself does
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| strategy can sometimes do well for you
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| | not have annual taxable income.2. The
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| over time.It is the opinion of this
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| | principle is protected from loss and
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| author that the Private Annuity Trust is
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| | insured by the reserves from the
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| not the correct vehicle for investments
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| | insurance company.3. Annual management
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| that can lose principle. It is the
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| | fees are kept to a minimum, as is
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| trustee who has the fiduciary
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| | administrative accounting.4. Historical
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| responsibility to invest the funds so
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| | rates of return support the current FMT
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| that the trust can provide the required
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| | rates over time.It's not to say that a
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| payments to the annuitant for the entire
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| | few other types of investments don't have
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| amount of time the trust has been
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| | their place according to the age of
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| established for. This is their only
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| | annuitant, other outside holdings,
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| obligation and it should be taken
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| | deposit amount, proportion and
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| seriously.What many do not realize, is
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| | circumstance. But, the key word that
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| that the payments the annuitant receives
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| | should be associated with the placement
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| are based on the Federal Mid-Term Rate in
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| | of funds within the Private Annuity Trust
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| force in the month the trust is
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| | is "Prudent".Save the gambling for your
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| established. They are fixed once they
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| | favorite casino in Vegas.Paula Straub
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| begin, and remain so throughout the life
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| | will help you understand the Capital
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| of the trust.So, even if the trust made
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| | Gains Tax Saving Strategies you need to
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| 20% every year, the payments to the
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| | keep your capital gains working for you.
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| annuitant do not change. The extra monies
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| | Get your free report "Seven Secrets to
|
| remain in the trust to either continue
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| | Help you Hang onto Your Capital Gains" at
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| payments past the normal end of the trust
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| | the Keep Your Capital Gains website.
|
