7 Saturdays Financial
  • ABOUT
  • SERVICES & PRICING
  • BLOG
  • PRESS
  • FAQ
  • CLIENT RESOURCES
  • CONTACT US
  • GET STARTED
  • Menu Menu
  • Link to LinkedIn
  • Link to X
  • Link to Facebook
  • Link to Instagram
gifting money

Everything You Need to Know About Gifting Money (and Why 99% of People Will Never Owe Gift Tax)

March 20, 2026/1 Comment/in Financial Planning, Giving/by Allen Mueller, CFA, CFP®

Gift tax is one of the most misunderstood parts of the tax code. With an annual exclusion and a massive lifetime exemption, the vast majority of people will never owe a dime. Here’s what you actually need to know – including when you need to file Form 709 and smart ways to avoid it.

Read more
Trump accounts

Trump Account Gift Tax Rules: What You Need to Know Before July

January 17, 2026/in Financial Planning, Giving/by Allen Mueller, CFA, CFP®

The Trump Account lets families contribute up to $5,000 per year to a child’s retirement account — but crossing certain thresholds could trigger gift tax reporting. Here’s what you need to know before the July 5 launch.

Read more
© Copyright - 7 Saturdays Financial | ADV Part 2A/2B | Website Disclaimer | Privacy Policy
  • Link to LinkedIn
  • Link to X
  • Link to Facebook
  • Link to Instagram
Scroll to top Scroll to top Scroll to top