San Francisco Real Estate - Residential

Private Annuity Trusts may provide enormous financial benefits - Part 4

This article is part 4 of a series provided by our friends at Quantum Advisors.

- Mick Orton

Assets That Can Be Sold In A Private Annuity Trust

Many assets can be sold in a Private Annuity Trust including:

• Assets held less than 12 months that are subject to ordinary income taxation
• Personal residences
• 2nd homes
• Residential rentals
• Commercial buildings
• Industrial properties
• Raw land
• Developed land
• Multi-unit properties
• Businesses
• Stocks
• Artwork
• Collectibles
• Other appreciated assets

Frequently asked questions:

Q. How can I know the amount of my payments?

A. With just the following data, we’ll produce a comprehensive illustration of your income payments:

• Your age(s)
• Selling price of the property
• Mortgages on the property
• Fees or commissions that must be paid on the sale
• The length of deferral, if any, until payments begin
• Basis in the property

There is no charge or obligation for an illustration of your private annuity interest.

For more information, or for a FREE, 10 page Tax Savings Analysis on your property, contact Gary Katz at QFN – 800-224-1053 – or email Gary@QAplan.com.

- Betsy Hartwell - Quantum Advisors

*This is the fourth in a series of articles - to be continued...

Part 1 may be read here.
Part 2 may be read here.
Part 3 may be read here.

posted by SFResidence.com @ 7:26 AM