Brown Advisory

AUGUST 1, 2019

The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% The ability to pay conversion taxes and eventual estate taxes from other sources outside of the IRA account could further strengthen the potential long-term benefits of converting. level in place before 2017’s tax overhaul.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% The ability to pay conversion taxes and eventual estate taxes from other sources outside of the IRA account could further strengthen the potential long-term benefits of converting. level in place before 2017’s tax overhaul.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

DECEMBER 1, 2023

We believe that readiness planning must start with good communication. million (or leave that amount to their heirs) without gift or estate tax liability, but under current law, that limit will be reduced by half at the end of 2025. Adjusted for inflation, a married couple currently may give away up to $25.84

Planning 52

Planning Strategic Planning Taxes Clients 52