The net investment income tax and your estate plan – How one affects the other
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Description
Abstract: The 3.8% net investment income tax (NIIT) can affect an estate plan in two ways: First, it can increase tax on capital gains, taxable interest and other investment income, reducing the amount of wealth available to heirs. Second, the tax is particularly harsh on certain trusts used in estate planning. This article reviews how the NIIT is applied and examines how it can affect trusts.
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