EPISODE · Mar 5, 2026 · 1H 6M
#194 - Gifting, gift taxes, annual gift exclusion and gift tax returns (IRS Form 709)
from Retirement Planning Education, with Andy Panko · host Andy Panko
Andy discusses the ins and outs of gifting, the annual gift exclusion, gift splitting, gift taxes, gift tax returns (IRS Form 709) and more!Links in this episode:Tenon Financial's March newsletter/blog about gifting - hereIRS Form 709 - hereTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.comTo send Andy questions to be addressed on future Q&A episodes, email [email protected]
What this episode covers
Andy discusses the ins and outs of gifting, the annual gift exclusion, gift splitting, gift taxes, gift tax returns (IRS Form 709) and more! Links in this episode: Tenon Financial's March newsletter/blog about gifting - hereIRS Form 709 - here Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Plann...
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#194 - Gifting, gift taxes, annual gift exclusion and gift tax returns (IRS Form 709)
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