Daniel has 10+ years of experience reporting on investments and personal finance for outlets like AARP Bulletin and Exceptional magazine, in addition to being a column writer for Fatherly.
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The Trump tax cuts doubled the exclusion before lifetime gift and estate taxes applied. For 2025, the threshold is climbing to $13.99 million per person. Without congressional action, the level would ...
However, our opinions are our own. See how we rate investing products to write unbiased product reviews. Start savings for retirement with the best Roth IRAs from top brokerage platforms to unlock ...