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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Jun 18, 2020

So, how much money are you allowed to give to your kids or grandkids every year and still avoid income taxes? Thirteen thousand dollars?  Fourteen thousand?  Fifteen thousand? Most people are under the erroneous assumption that there is a LIMIT on the amount of money you can give as a gift to a family member of fifteen thousand dollars annually, or less.   In reality, most gifts legitimately fall UNDER the safety limit of U.S. federal GIFT tax rules even if you were to give someone a million dollars. Today, we'll review exactly how the gifting rules work, and just how to avoid all taxes on gifts. Then CPA Nick Stefaniak joins us with important new tax rules for 2020. Get up to speed on your taxes...you don't want to miss today's show  MASTERING MONEY is on the air!!!