Sentences with phrase «estate taxation only»

The gains on the annuity contract still will be income taxable to the beneficiary and will avoid estate taxation only if the annuitant's spouse is the beneficiary and is a United States citizen.

Not exact matches

New data from the IRS shows that only 1.6 % of New York estates (and only 1.2 % of all estates nationally) were subject to taxation in 2004.

: Investing is only one part of ensuring your financial house is in order — financial planning, insurance, estate planning and taxation are also key.

Real Estate Risk (Real Estate Fund only): The Fund is subject to the risks of the real estate market as a whole, such as taxation, regulations and economic and political factors that negatively impact the real estate market and the direct ownership of real eEstate Risk (Real Estate Fund only): The Fund is subject to the risks of the real estate market as a whole, such as taxation, regulations and economic and political factors that negatively impact the real estate market and the direct ownership of real eEstate Fund only): The Fund is subject to the risks of the real estate market as a whole, such as taxation, regulations and economic and political factors that negatively impact the real estate market and the direct ownership of real eestate market as a whole, such as taxation, regulations and economic and political factors that negatively impact the real estate market and the direct ownership of real eestate market and the direct ownership of real estateestate.