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GIFTS OF IRA ASSETS AND OTHER QUALIFIED PLANS PGC ALC WEBINAR JANUARY 27, 2022, All rights reservedPresented by:Bill La skin, Vice President, Product Management PG Call 129 Mt. Auburn St. Cambridge,
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How to fill out gifts of ira assets

01
Determine the value of your IRA assets.
02
Consult with a financial advisor or tax professional to understand the tax implications of gifting IRA assets.
03
Identify the recipient(s) of the gifts.
04
Complete the necessary paperwork provided by your IRA custodian to transfer the assets to the recipient(s).
05
Ensure that the gift is in compliance with IRA gifting rules and regulations.

Who needs gifts of ira assets?

01
Individuals who want to pass on their IRA assets to loved ones as part of their estate plan.
02
Those looking to minimize their taxable estate by gifting assets during their lifetime.
03
People who want to support charitable causes by donating their IRA assets.
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Gifts of IRA assets refer to transferring funds or assets from an Individual Retirement Account (IRA) to another individual or entity as a gift.
Individuals who transfer IRA assets as gifts are required to file gifts of IRA assets.
To fill out gifts of IRA assets, individuals need to report the details of the transfer including the value of assets transferred, recipient information, and any relevant tax implications.
The purpose of gifts of IRA assets is to transfer retirement savings to others as gifts, allowing individuals to share their wealth with loved ones.
Information such as the value of assets transferred, recipient's details, and any tax consequences must be reported on gifts of IRA assets.
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