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  2. What happens to your investment accounts after you die? - AOL

    www.aol.com/finance/what-happens-to-investment...

    However, some states have their own estate or inheritance taxes with much lower thresholds — for example, Massachusetts taxes estates over $2 million if the death occurred after January 2023.

  3. Options available if an AOL account owner passes away

    help.aol.com/articles/options-available-if-an...

    A copy of the death certificate of the AOL account holder, issued in the United States; A copy of the requester's government-issued ID; and; One of the following documents: • A copy of the will of the deceased AOL account holder giving the requester access to digital assets; or

  4. Do You Have To Pay Taxes on I Bonds? - AOL

    www.aol.com/finance/pay-taxes-bonds-110044659.html

    An I bond is a savings bond that earns two returns: a fixed interest rate and a variable inflation rate. New owners may wonder: Do I pay taxes on I bonds? The answer in most cases is yes, but...

  5. How to set up an LLC for investments like Series I bonds - AOL

    www.aol.com/finance/set-llc-investments-series...

    With one LLC as good as another for this purpose, there’s no reason to pay more than you need to. In any case, the cost of forming the LLC is tax-deductible, so it’s worth noting your expenses. 2.

  6. United States trust law - Wikipedia

    en.wikipedia.org/wiki/United_States_trust_law

    Under current federal estate tax law, in 2008, individuals that own interests in any property (individually owned, jointly held, or otherwise) which exceeds a fair market value of $2 million is subject to the estate tax at death; in 2009, the amount is $3.5 million. In 2010 there is no federal estate tax unless Congress acts.

  7. Partnership accounting - Wikipedia

    en.wikipedia.org/wiki/Partnership_accounting

    When this happens, the old partnership may or may not be dissolved and a new partnership may be created, with a new partnership agreement. For US tax purposes, a technical termination may be caused if more than 50% of the partnership interests change hands in the same (US) tax year. A new partner may buy into the business in three ways:

  8. Self-directed IRA - Wikipedia

    en.wikipedia.org/wiki/Self-directed_IRA

    A self-directed individual retirement account is an individual retirement account (IRA) which allows alternative investments for retirement savings. Some examples of these alternative investments are real estate, private mortgages, private company stock, oil and gas limited partnerships, precious metals, digital assets, horses and livestock, and intellectual property. [1]

  9. Passive income: How is it taxed? - AOL

    www.aol.com/finance/passive-income-taxed...

    Taxes on interest from bank accounts and most bonds (corporate, Treasury) are assessed at ordinary tax rates and are due when you file your income taxes for that year. Municipal bonds are an ...