Capital gains are profits realized from the sale of assets; a tax is triggered only when an asset is sold, not held.
The federal gift tax applies to gifts of property or money while the donor is living.
IRAs, employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.
Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.
For the grantor, there are a few potential tax benefits that can come with setting up a charitable trust.
With traditional IRAs and most employer-sponsored retirement plans, taxes are not payable until funds are withdrawn.
We feel strongly that our emphasis should remain on investment management, we have partnered with trusted service professionals to provide independent advice in other areas.
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