Retirement Planning Education, with Andy Panko cover image

#194 - Gifting, gift taxes, annual gift exclusion and gift tax returns (IRS Form 709)

Retirement Planning Education, with Andy Panko

00:00

Legislative risk and why file 709s anyway

Andy warns limits can change and recommends filing Form 709 to preserve records if exemption amounts drop later.

Play episode from 01:02:13
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