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2025 Estate Tax Exemptions and Planning Considerations

Federal Exemption Amounts Increased to $13,990,000 - As of January 1, 2025, the federal gift and estate tax exemption amount, as well as the exemption from generation-skipping transfer (GST) tax, (collectively, the...more

Stretching Expectations: Planning with the New Life Expectancy Tables for Retirement Plans’ Required Minimum Distributions

For the first time in nearly twenty years, on January 1, 2022, the Internal Revenue Service (IRS) updated its actuarial tables for determining required minimum distributions (RMDs) from retirement plans. These new tables...more

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