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Private Annuities

While I am a big fan of private annuities, they only make sense in (anecdotally, because we review a lot of these transactions) only about 1 in 5 of the transactions where they are used. The reasons for this are set forth in two articles on Quatloos at:


What is being sold on the street are a bunch of “too late” transactions where the private annuity is put into place effectively after the sale of the property, or where the numbers just don’t make any sense at all (using a private annuity for a healthy 60-year old).

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