gift tax exemption

gift tax exemption Articles

My father-in-law wants to give us $1 million to wipe out our mortgage – should I accept or prove I can do it on my own?
People who pursue a FIRE (Financial Independence Retire Early) philosophy aggressively save and invest with a goal towards retiring young enough to enjoy the freedom that such a bounty would afford...
John Seetoo
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Considering Early Inheritance? How to Navigate Gift and Estate Taxes
Families are often able to build up a substantial net worth through owning property, like a farm, or a small business. Unfortunately, time and time again, a patriarch’s plans to pass his legacy on...
John Seetoo
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I want to transfer up to $250k to help my child with a down payment on their house - what's the most tax-efficient way?
President Trump’s 2017 Tax Cuts and Jobs Act delivered impressive economic growth and benefits to millions of Americans. One of the crucial aspects of TCJA that helped countless families who owned...
John Seetoo
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Social Security

Dave Ramsey Says "Take Social Security at 62" - Here's When That's Actually Brilliant Advice