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  2. Tax-Free Inheritance: IRS Portability Rule Allows Transfer of ...

    www.aol.com/finance/tax-free-inheritance-irs...

    This means that if your spouse dies in 2022, up to $12.06 million in estate tax exemption can be transferred to the surviving spouse, according to Hallock & Hallock, a Logan, Utah-based law firm ...

  3. Tax Changes Florida Retirees Need to Know About For 2025 - AOL

    www.aol.com/finance/tax-changes-florida-retirees...

    The Florida Homestead Tax Amendment is a key tax-saving strategy for state retirees, according to Lisa Greene-Lewis, CPA and Tax Expert at TurboTax. The exemption will be tied to inflation ...

  4. Estate tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Estate_tax_in_the_United...

    The tentative tax is based on the tentative tax base, which is the sum of the taxable estate and the "adjusted taxable gifts" (i.e., taxable gifts made after 1976). For decedents dying after December 31, 2009, the tentative tax will, with exceptions, be calculated by applying the following tax rates: [31]

  5. Homestead exemption in Florida - Wikipedia

    en.wikipedia.org/wiki/Homestead_exemption_in_Florida

    Florida property tax homestead exemption reduces the value of a home for assessment of property taxes by $50,000, so a home that was actually worth $100,000 would be taxed as though it was worth only $50,000. However, the second $25,000 of homestead coverage does not apply to the school portion of property taxes, and only applies to the third ...

  6. State income tax - Wikipedia

    en.wikipedia.org/wiki/State_income_tax

    Florida – no individual income tax [10] but has a 5.5% corporate income tax. [11] The state once had a tax on "intangible personal property" held on the first day of the year (stocks, bonds, mutual funds, money market funds, etc.), but it was abolished at the start of 2007. [12] Nevada – no individual or corporate income tax.

  7. How Do I Pay My Estimated Taxes? - AOL

    www.aol.com/pay-estimated-taxes-150952170.html

    Estimated taxes are pay-as-you-go tax payments individuals make throughout the year, typically quarterly, to cover their expected tax liability. ... They calculate this will be about $13,500 based ...

  8. 2020 Florida Amendment 5 - Wikipedia

    en.wikipedia.org/wiki/2020_Florida_Amendment_5

    2020 Florida Amendment 5, commonly known as the Extend "Save Our Homes" Portability Period Amendment, was a proposed amendment to the Constitution of Florida that passed 74.49% to 25.51% in the 2020 election on November 3, 2020. The amendment increased the period during which a person may transfer "Save Our Homes" benefits to a new homestead ...

  9. 5 Hidden Tax Benefits of Retiring in Florida - AOL

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    In comparison, New York has a 10.9% state income tax, California has a 13.3% tax, South Carolina has a 6.5% tax and Arizona has a 2.5% tax, according to the Tax Foundation. “Florida is one of a ...

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