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Financial Planning / Tax Strategies


Subject:  Re: Why Not Take Gains in UTMA? Date:  2/8/2013  9:59 PM
Author:  ptheland Number:  117701 of 124817

From the sound of it, if non qualified dividends, interest & short term gains total less than $950, that income will be covered by the exemption, does that sound correct?


There's probably some other kinds of income you could include in that list, but they would be far less common than those three.

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