#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]

Episode metadata supplied by the publisher feed · Published Mar 5, 2026

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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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This episode was published on March 5, 2026.

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