Forums Support Library RPA – Retirement Plan Analyzer Donee Exclusion Gifting Section

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    • Kathleen Reynolds
      Post count: 428

      Donee Exclusion

      Use the Gift Fund section to contribute money to a Gift Fund. The program only taxes gift fund contributions if the Retirement Plan is the source of the contribution. The Gift Fund grows at the rate you specify, and is not subject to estate taxes upon the owner’s death. When the plan owner dies, the program adds the value of the Gift Fund to the Net After-Tax Assets.

      You may enter up to five different line items for gift fund contributions. For each of these lines, indicate the amount given, how much that amount should increase each year, and the years it is given.

      Gifts in overlapping years are added together.

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