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2013 gift tax exclusion
April 2013
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 151
Abstract: This brief article notes an increase in the annual gift tax exclusion to $14,000, but also mentions that certain payments are not subject to the gift tax and, therefore, are not included in the $14,000 limit.
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New Roth IRA conversion option
March 2013
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 151
Abstract: A provision in the recently enacted 2012 American Taxpayer Relief Act permits an individual to convert any portion of their balance in an employer-sponsored tax-deferred retirement plan account into a Roth IRA account under that plan. But this brief article notes some caveats.