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  2. How To Avoid Paying Taxes Legally — and the 11 ... - AOL

    www.aol.com/avoid-paying-taxes-legally-11...

    For example, using the case where the IRS interactive tax assistant calculated a standard tax deduction of $24,800 if you and your spouse earned $24,000 that tax year, you will pay nothing in ...

  3. Inherited IRA rules: 7 things all beneficiaries must know - AOL

    www.aol.com/finance/inherited-ira-rules-7-things...

    Inherited IRA rules: 7 key things to know 1. Spouses get the most leeway. If someone inherits an IRA from their deceased spouse, the survivor has several choices of what to do with it:

  4. Marital deduction - Wikipedia

    en.wikipedia.org/wiki/Marital_deduction

    The U.S. federal estate and gift tax marital deduction is only available if the surviving spouse is a U.S. citizen. For a surviving spouse who is not a U.S. citizen, a bequest through a Qualified Domestic Trust defers estate tax until the principal is distributed by the trustee, a U.S. citizen or corporation who also withholds the estate tax.

  5. Flexible spending account - Wikipedia

    en.wikipedia.org/wiki/Flexible_spending_account

    If married, both spouses must earn income in order for either of them to be eligible for a Dependent Care FSA. The only exceptions are if the non-earning spouse is disabled or a full-time student. If one spouse earns less than $5,000 then the benefit is limited to whatever that spouse earned. See IRS Form 2441 Part III for details.

  6. Supplemental Security Income - Wikipedia

    en.wikipedia.org/wiki/Supplemental_Security_Income

    In some cases, individuals may be eligible for Social Security benefits and SSI benefits. For example, a disabled individual who worked in Social Security covered employment and who has limited income and resources may receive a Social Security disability benefit (due to employment prior to disability) and a partial SSI benefit (due to limited ...

  7. How To Avoid Paying Taxes Legally — and the 11 ... - AOL

    www.aol.com/finance/avoid-paying-taxes-legally...

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  8. Ask an Advisor: Can My Partner Collect Spousal Benefits From ...

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    As a result, your spouse’s benefit would be $1,500 total, which comprises the $1,200 SSDI plus the $300 difference between their disability and spousal benefits.

  9. Internal Revenue Code section 1041 - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Code...

    The general rule in § 1041(a) is that no gain or loss shall be recognized on a transfer of property from an individual to a spouse; [1] or a transfer of property to a former spouse if the transfer is incident to the divorce. This rule also applies on a transfer of property from a trust for the benefit of a spouse or former spouse if the ...