Gift Tax Rules 2025 Explained: Annual Limits, Lifetime Exemption & Smart Strategies (Part 1)

Описание: 00:00 – Intro & Why Gifting Matters
01:06 – Annual Gift Tax Exclusion (2025 Rules)
02:02 – Lifetime Exemption Explained
03:22 – How Annual & Lifetime Limits Work Together
05:12 – What Counts as a Gift?
05:55 – Key Exceptions That Aren’t Gifts
07:19 – Real-World Example: $100,000 Down Payment
08:13 – Maximizing Gifting with Timing
09:14 – The Big Takeaway
09:51 – Wrap-Up & Call to Action

Helping your kids buy a home, paying tuition for a grandchild, or giving an investment head start can be one of the greatest rewards of financial success. In this video, we break down the 2025 IRS gift tax rules — including the $19,000 annual exclusion, the $13.99M lifetime exemption, and the key exceptions for tuition, medical costs, and spousal gifts. You’ll see exactly how annual and lifetime limits work together, plus a real-world $100,000 down payment example. Whether you’re planning to transfer wealth, avoid costly mistakes, or maximize your legacy, this guide gives you the clarity you need to give generously — without triggering unnecessary taxes.

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Disclaimer: Please note that this video is made for entertainment purposes only and not to be taken as financial advice. Always make sure to do your own research.

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