TAKE ADVANTAGE OF TAX DEDUCTIBLE GIFTS

December 19, 2014
  • Donate appreciated stocks or mutual funds to favorite charity
  • Must have held for at least one year
  • Make bequests during your lifetime
  • Give up to $14,000 per person to as many people as you like¬†without filing a gift-tax return
  • Max out 401(k) plan

Watch the related WEALTHTRACK episode.


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