Your Money, Your Wealth cover image

Working After Retirement and Wealth Gifting Strategies - 390

Your Money, Your Wealth

00:00

Do You Have a Gift Tax Problem?

You don't necessarily have to find a gift tax return. Do you agree? L right, let me just under what he's doing here. Tan, he contribute to the five 29 plan of 32 thousand dollars. So that's, i'm presuming, that's husband and wife, 16 thousand each. Kag, so 16 for husband, 16 for wife. Was what? Was a gift to the child in because the child is the beneficiary of the five 29 plant. Yesd it does. That's one year. But nottan, that's for that. Andi i do agree, except let me ask a question.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app