Hellow guys, Welcome to my website, and you are watching Gifting Money to Children Without Paying Tax (Annual Gift Tax Exclusion 2023). and this vIdeo is uploaded by Retire Confidently | Anthony Saffer & Alex Okugawa at 2023-01-05T10:00:07-08:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | Gifting Money to Children Without Paying Tax (Annual Gift Tax Exclusion 2023) |
| Video Uploader | Video From Retire Confidently | Anthony Saffer & Alex Okugawa |
| Upload Date | This Video Uploaded At 05-01-2023 18:00:07 |
| Video Discription | Many folks want to give money to their children and grandchildren as an early inheritance but are not sure if this will cause a problem or taxes. Today we are going to discuss: - How the estate tax exclusion works - How much you can give to a person while avoiding taxes - Ways to give to multiple family members in one year ❓HOW MUCH DO I NEED TO RETIRE? ❓ Get your free RETIREMENT READINESS REPORT to find out! https://app.precisefp.com/w/osrtro ✍ Show notes & resources: https://onedegreeadvisors.com/2023/01/gifting-money-to-children-without-paying-tax-annual-gift-tax-exclusion-2023/ ✅ Learn about how we help people through retirement: https://onedegreeadvisors.com/ ☎️ Free initial call: Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/ 👉 Gain access to our exclusive client memo https://onedegreeadvisors.com/blogs/ 🛡 Download our complimentary retirement guide https://onedegreeadvisors.com/retirement-guide/ Twitter: https://twitter.com/onedegreetweets Facebook: https://www.facebook.com/onedegreeadvisors This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures 0:00 - Intro 0:24 - How the estate tax exclusion works 1:02 - Lifetime estate and gift tax exclusion amount 2:14 - Giving without utilizing lifetime estate and tax exclusion amount 2:33 - Annual gift tax exclusion example 3:27 - Tax form 709 if gift is over annual gift exclusion 3:36 - Gifting alternatives to cash 3:49 - Gifting with a financial plan 4:22 - Link to video: How to address the endless pursuit of money 4:30 - Outro |
| Category | Education |
| Tags | Financial Planning | San Diego Financial Advisor | San Diego Financial Planner | Family Financial Advisor | Fiduciary |
