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A Potential Tax Trap for Married Couples Who Fund A Gift Annuity

Posted by Dyke Tilt on May 24, 2012

A gift annuity funded by a married couple with their separate property can create unexpected tax issues. This article examines the tax consequences of such a gift, how to properly plan such a gift, and how to avert problems with this common gift structure.

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Topics: gift annuities, gift annuity agreements, Gift Annuity Taxation, funding, assets

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