If a largely tax-free return on your investment isn’t already good enough, if you’re still jittery about the market, you might be looking for a less risky alternative to stocks and even some fixed income vehicles.
If you don't use your $13,000 annual exclusion by December 31, you lose it.
You can skip your distribution this year and save on taxes.
Including six new breaks for 2009 that far too many unwary taxpayers will pass up.
Though there are a few key changes to keep in mind for your 2009 tax preparation, the estate tax and new taxes related to health care reform will definitely get your attention in 2010 and 2011.
The volatile stock market of the past two years and the prospect of higher taxes in the years ahead will have investors crunching the numbers to limit tax exposure more than ever this year.