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  2. What to Know About the Gift and Estate Tax in 2014 - AOL

    www.aol.com/news/2014-02-08-what-to-know-about...

    Few tax laws cause as much confusion as those that apply to the gift and estate tax, and 2014 is no different. Fortunately, the major changes in recent years have been to your advantage.

  3. Key IRA Limits in 2014 - AOL

    www.aol.com/2013/12/20/key-ira-limits-in-2014

    Money grows in IRAs completely tax deferred and you may either. Skip to main content. Sign in. Mail. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach us. Mail. Sign in ...

  4. Gift tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Gift_tax_in_the_United_States

    There is no gift tax if the property is not located in the U.S. There is no gift tax if it is intangible property, such as shares in U.S. corporations and interests in partnerships or LLCs. Non-resident alien donors are allowed the same annual gift tax exclusion as other taxpayers ($14,000 per year for 2013 through 2016 [9]). Non-resident alien ...

  5. Gift Tax in 2014: What Holiday Givers Should Know Now

    www.aol.com/news/2013-12-24-gift-tax-in-2014...

    For premium support please call: 800-290-4726 more ways to reach us

  6. Gift tax - Wikipedia

    en.wikipedia.org/wiki/Gift_tax

    In economics, a gift tax is the tax on money or property that one living person or corporate entity gives to another. [1] A gift tax is a type of transfer tax that is imposed when someone gives something of value to someone else. The transfer must be gratuitous or the receiving party must pay a lesser amount than the item's full value to be ...

  7. Grantor retained annuity trust - Wikipedia

    en.wikipedia.org/wiki/Grantor_retained_annuity_trust

    When the GRAT is first set up, a "gift value" of the GRAT is calculated. The gift value is set equal to the initial contribution to the GRAT plus a theoretical interest earned on the principal, minus the annuity payments that would be made through the end of the term. The theoretical rate of interest is determined by IRS regulations. [3]

  8. Ask an Advisor: How Much Can I Gift My Son and Daughter-in ...

    www.aol.com/ask-advisor-want-money-son-165240798...

    If any gift exceeds the annual limit, you’ll file a gift tax return on IRS Form 709. This is purely an informational return with no tax due until you cross the lifetime limit of $12,092,000 (for ...

  9. ABLE account - Wikipedia

    en.wikipedia.org/wiki/ABLE_account

    Contributions in a year are limited to the federal gift tax exclusion [11] for that year — $17,000 in 2023. If the beneficiary works and does not contribute to a 401(a) , 401(k), 403(b) , or 457 plan , the beneficiary can contribute an additional amount above that limit.