Save Tax by Gifting Money Before You Die - Financial 15
Автор: Becker Orr Wealth Management
Загружено: 2022-11-22
Просмотров: 908
Описание:
Save tax by gifting money before you pass away, how do I implement that strategy? How do attribution rules work? Is there a gift tax? Kevin and Clinton answer those questions in this Financial 15.
Clinton and Kevin are with Becker Orr Wealth Management and are both Portfolio Managers with Canaccord Genuity Wealth Management. Combined they have over 40 years of experience. In this episode they tackle:
0:00 Intro
0:57 Gifting strategy
2:35 Non-registered accounts
3:40 Types of accounts
4:40 Beneficiaries
5:58 Lower your income
6:35 Gift tax
7:31 Attribution rules
9:36 Have a plan
Have a question or want to review your financial plan? Chat with us! Visit:
https://www.beckerorr.com/chat-with-us
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