Lovin natural capital liquidating income

However, while the bypass trust is effective for saving on estate taxes, it’s not very favorable for income tax planning, given that trusts reach a top 39.6% tax bracket (plus the 3.8% Medicare surtax on net investment income) at “just” ,400 of taxable income.And at that threshold, long-term capital gains (and qualified dividends) are subject to a whopping 20% 3.8% = 23.8% tax rate as well. Fortunately, though, the tax rules for bypass trusts (and other “non-grantor” trusts) allow trusts that distribute their income to beneficiaries to distribute the tax consequences to the beneficiaries as well – allowing those beneficiaries to claim the income on their own personal tax returns (and be subject to their far more favorable individual tax brackets) while the trust claims a “Distributable Net Income” (DNI) deduction to avoid any double taxation.

However, given the significant rise in the Federal estate tax exemption over the past 15 years – from “just”

However, given the significant rise in the Federal estate tax exemption over the past 15 years – from “just” $1M in 2001 to $5.45M today – many bypass trusts are actually no longer necessary.

Citing hundreds of compelling stories from a wide array of sectors, the book shows how to realize benefits both for today's shareholders and for future generations and how, by firing the unproductive tons, gallons, and kilowatt-hours it's possible to keep the people who will foster the innovation that drives future improvement.

Performance for different share classes varies based on differences in sales charges and fees associated with each class. Net asset value (NAV) returns do not include sales charges or contingent deferred sales charges (CDSC). Fund expense ratios are calculated based on the Fund's average net assets during the Fund's most recently completed fiscal year (or based on estimated amounts for funds that have been in existence less than one year), and have not been adjusted for current asset levels.

Natural Capitalism - The Next Industrial Revolution Paul Hawken, Amory B Lovins, L.

Hunter Lovins Earthscan, London, 1999 ISBN: 1853834610.

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However, given the significant rise in the Federal estate tax exemption over the past 15 years – from “just” $1M in 2001 to $5.45M today – many bypass trusts are actually no longer necessary.Citing hundreds of compelling stories from a wide array of sectors, the book shows how to realize benefits both for today's shareholders and for future generations and how, by firing the unproductive tons, gallons, and kilowatt-hours it's possible to keep the people who will foster the innovation that drives future improvement.Performance for different share classes varies based on differences in sales charges and fees associated with each class. Net asset value (NAV) returns do not include sales charges or contingent deferred sales charges (CDSC). Fund expense ratios are calculated based on the Fund's average net assets during the Fund's most recently completed fiscal year (or based on estimated amounts for funds that have been in existence less than one year), and have not been adjusted for current asset levels.Natural Capitalism - The Next Industrial Revolution Paul Hawken, Amory B Lovins, L.Hunter Lovins Earthscan, London, 1999 ISBN: 1853834610.

M in 2001 to .45M today – many bypass trusts are actually no longer necessary.

Citing hundreds of compelling stories from a wide array of sectors, the book shows how to realize benefits both for today's shareholders and for future generations and how, by firing the unproductive tons, gallons, and kilowatt-hours it's possible to keep the people who will foster the innovation that drives future improvement.

Performance for different share classes varies based on differences in sales charges and fees associated with each class. Net asset value (NAV) returns do not include sales charges or contingent deferred sales charges (CDSC). Fund expense ratios are calculated based on the Fund's average net assets during the Fund's most recently completed fiscal year (or based on estimated amounts for funds that have been in existence less than one year), and have not been adjusted for current asset levels.

Natural Capitalism - The Next Industrial Revolution Paul Hawken, Amory B Lovins, L.

Hunter Lovins Earthscan, London, 1999 ISBN: 1853834610.

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Returns shown for periods prior to the fund's share class inception date include the returns of the oldest share class of the fund, adjusted to reflect higher class-related operating expenses, as applicable.

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