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Additional Articles
Summary of the 2018 Social Security Trustees’ Report
Every year in June, the Trustees for Social Security release their annual report for the previous year. I like to give a High level summary of the report and below is my take on the 2018 information.
Gift Taxes – Who Pays on Gifts Above $14,000?
A common question I hear is who pays the taxes on personal gifts during retirement. I will explain a few scenarios and exactly who will foot the bill come tax time.