A Guide to 2022 Estate & Gift Tax Planning and Retirement

We're happy to share with you Gerstein's September newsletter. As always, we've included articles that we think could be important to you. Among the topics featured in this issue are catching up on retirement savings, a guide to 2022 estate & gift tax planning, knowing who's exempt from the 10-year liquidation rule for inherited pension accounts, and taking distributions from your retirement account before age 59½ without penalty.