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  2. What You Need to Know About 401(k) Limits in 2014 - AOL

    www.aol.com/news/2013-12-15-what-you-need-to...

    The most important step in saving for retirement is participating in your 401(k). By familiarizing yourself with 401(k) limits in 2014 and making retirement planning a priority, you're sure to get ...

  3. What Are the 401(k) 2014 Limits? - AOL

    www.aol.com/news/2013-12-13-what-are-the-401k...

    A 401(k) is one of the best retirement savings vehicles around. Money you invest grows tax-deferred, and depending on the type of 401(k) you have access to, you may either get a tax deduction when ...

  4. 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. Gift ...

  5. Comparison of 401(k) and IRA accounts - Wikipedia

    en.wikipedia.org/wiki/Comparison_of_401(k)_and...

    Employee contribution limit of $23,500/yr for under 50; $31,000/yr for age 50 or above in 2025; limits are a total of pre-tax Traditional 401(k) and Roth 401(k) contributions. [4] Total employee (including after-tax Traditional 401(k)) and employer combined contributions must be lesser of 100% of employee's salary or $69,000 ($76,500 for age 50 ...

  6. Marital deduction - Wikipedia

    en.wikipedia.org/wiki/Marital_deduction

    Gifts from a spouse may be eligible for marital deductions if the following requirements are met: (1) marital status requirement; [10] (2) citizenship requirement; [11] and (3) the interest must not conclude due to the cause of a certain event or after a specified amount of time has passed.

  7. Taxpayer Relief Act of 1997 - Wikipedia

    en.wikipedia.org/wiki/Taxpayer_Relief_Act_of_1997

    The legislation is notable for having established the Roth IRA, creating a permanent exemption for these retirement accounts from capital gains taxes. The Roth IRA was initially proposed by Senators William Roth of Delaware and Bob Packwood of Oregon 1989, [ 2 ] and Roth pushed for the creation of the IRAs in the 1997 legislation.

  8. You Can Still Max Out Your 401(k) 2014 Contribution Limit ...

    www.aol.com/news/2014-03-27-you-can-still-max...

    Let's work together to keep this number as low as possible, shall we? The April 15 deadline for filing federal income tax returns is looming. Maybe you're still working up your 1040 forms, and ...

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

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

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