Estate Taxes: The Basics скачать в хорошем качестве

Estate Taxes: The Basics

Understanding how taxes work at time of death will help you preserve your estate. Three major taxes might apply to us at time of death. 1. Federal Estate Tax. This doesn't apply to money between spouses. However, once assets are passed to children and other people in your life, this tax could apply. There are some exemptions, however, and it might be a good idea to consult with us to ensure they apply to you. 2. State Death Tax or state inheritance tax. Taylor Retirement Services can help you and your family negotiate the different laws and specifically those in Pennsylvania. 3. Income Tax. For most families, this is the biggest tax at time of death. Your IRAs and 401(k)s count as income when these accounts are drawn upon. Taylor Retirement Services can help you stay on top of the changes to the tax law, and potentially leverage a stretch IRA, which can "stretch out" the tax burden over 10 years, as well as help your beneficiaries continue to grow the investment once it is passed on to them. Call us today at 1-800-482-4720. Visit us at: https://TaylorRetirementServices.com/ Subscribe to our YouTube Channel:    / @taylorretirementservices   Like us on Facebook:   / taylor-retirement-services-inc-13882430287...   matt@taylorretirementservices.com