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  2. 2025 financial checklist: Your guide to protecting your ... - AOL

    www.aol.com/finance/financial-planning-checklist...

    Other qualifying events include getting married or divorced, having a baby or experiencing significant income changes that affect your eligibility for subsidies or Medicaid. Dig deeper: 8 health ...

  3. The IRS just updated the rules for inherited IRAs. What heirs ...

    www.aol.com/finance/irs-just-updated-rules...

    After years of uncertainty, the Internal Revenue Service finalized rules on Thursday to make clear that people who inherit retirement accounts have 10 years to spend down the funds and, in many ...

  4. The IRS just announced big tax changes for 2025 - AOL

    www.aol.com/finance/irs-just-announced-big-tax...

    The IRS just dropped a raft of changes, big and small, to the U.S. tax code that could shift how much you owe — or save — in 2025. ... And as for those who’ve sought a new life outside of ...

  5. Generation-skipping transfer tax - Wikipedia

    en.wikipedia.org/wiki/Generation-skipping...

    The U.S. generation-skipping transfer tax (a.k.a. "GST tax") imposes a tax on both outright gifts and transfers in trust to or for the benefit of unrelated persons who are more than 37.5 years younger than the donor or to related persons more than one generation younger than the donor, such as grandchildren. [1]

  6. Internal Revenue Code section 79 - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Code...

    The cost of employer-provided group-term life insurance on the life of an employee's spouse or dependent, paid by the employer, is not taxable to the employee if the face amount of the coverage does not exceed $2,000. This coverage is excluded as a de minimis fringe benefit. Some cases may allow more. [5]

  7. Consolidated Omnibus Budget Reconciliation Act of 1985

    en.wikipedia.org/wiki/Consolidated_Omnibus...

    Among the "qualifying events" listed in the statute are loss of benefits coverage due to (1) the death of the covered employee; (2) an employee loses eligibility for coverage due to voluntary or involuntary termination or a reduction in hours as a result of resignation, discharge (except for "gross misconduct" [4] [5]), layoff, strike or ...

  8. IRS Changes Could Rewrite Your Inheritance Strategy ... - AOL

    www.aol.com/finance/want-leave-assets-heirs-irs...

    How IRS Rule Change Impacts Irrevocable Trusts Previously, the IRS granted the step-up in basis for assets in an irrevocable trust but the new ruling – Rev. Rul. 2023-2 – changes that.

  9. How to Avoid Medicare’s IRMAA Premium Surcharge - AOL

    www.aol.com/avoid-medicare-irmaa-premium...

    To inform Medicare of a qualifying change, you’ll need to complete the Medicare Income-Related Monthly Adjustment Amount Life Changing Event form and either mail it or take it in person to your ...