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A bargain sale is either of two types of transactions. One, you sell appreciated property to a charitable entity at a sale price below its fair market value (FMV). Two, you sell property to a family member or private buyer for a price that is less than its FMV.
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Aging is a journey, and it may help to consider the perspective of those who are further along the path.
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A private annuity is the sale of property in exchange for an unsecured promise to make payments for the rest of your life. A private annuity differs from a commercial annuity because you arrange the annuity with a private party instead of a financial organization (e.g., an insurance company). You (the seller or annuitant) transfer complete ownership of property to another party (the buyer or obligor). The buyer in turn makes an unsecured promise to make periodic payments to you for the rest of your life (a single life annuity) or for your life and the life of a second person (a joint and survivor annuity). A joint and survivor annuity provides payments until the death of the last survivor (e.g., payments continue as long as either the husband or wife is still alive). A typical private annuity involves the transfer of appreciated property from parents to their children.
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This is a brief primer on this retirement savings plan for servicemembers and federal government employees.
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