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Can You Give Stock as a Gift? Should You? Dec. 18, 2019

Ask Carrie

Dear Carrie: I would like to gift a portion of my stock to my daughter. Do I have to sell it first, ... Read More

What's the Best Way to Set up an Education Fund for My Grandchild? Nov. 27, 2019

Ask Carrie

Dear Carrie: I'd like to set up an educational fund for my new grandchild. I understand the tax bene... Read More

Can I Give Stock as a Gift? Dec. 05, 2018

Ask Carrie

Dear Carrie: I would like to gift a portion of my stock to my daughter. Do I have to sell it first, ... Read More

Gift Tax and High-Yield Checking Account Jul. 04, 2018

Taking Stock

Dear Mr. Berko: Our accountant told my wife and me that we can't gift more than $15,000 at a time wi... Read More

No Gift Tax Oct. 23, 2016

House Calls

Dear Edith: Can I give my daughter a $l4,000 interest in a rental property I own with a regular dee... Read More

Can You Give Part of Your IRA to Your Family Tax-Free? Mar. 19, 2014

Ask Carrie

Please note: This article may contain outdated information about RMDs and retirement accounts due to... Read More

Will I Be Taxed on My Son's Generosity? Dec. 19, 2013

Everyday Cheapskate

Dear Mary: I am retired and my son wants to give me money to buy a house as a gift. Will I be taxed ... Read More