{
  "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
  "docSlug": "8921baa1a2966ef5",
  "documentTitle": "modern retirement monthly report en",
  "authorId": "UBS",
  "authorName": "UBS",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.776,
  "pageNumber": 42,
  "pageCount": 54,
  "prevPage": 41,
  "nextPage": 43,
  "slideType": "data_table",
  "function": "quantify_impact",
  "density": "dense",
  "nDataPoints": 16,
  "notes": "The chart illustrates the 'sunset' provision of current tax law, where exemptions are expected to revert to lower levels.",
  "elementsJson": [
    "headline_text",
    "bar_chart_vertical",
    "callout_box",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/42",
  "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-42",
  "components": [
    {
      "bbox": {
        "h": 0.1,
        "w": 0.2,
        "x": 0.61,
        "y": 0.2
      },
      "kind": "callout",
      "text": "Sunset: USD 6.56 million per person (USD 13.12 million per couple)",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "74278561-fffa-4828-b949-466229558330",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.38,
        "y": 0.29
      },
      "kind": "callout",
      "text": "Current: USD 13.61 million per person (USD 27.22 million per couple)",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8d861436-d2ac-418b-815e-6a2baa837c6f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Sunset USD 6.56 million per person (USD 13.12 million per couple)",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-41a9-74c8-b374-b3bd09f2ed5b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.85,
        "x": 0.04,
        "y": 0.2
      },
      "kind": "chart",
      "text": null,
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5e11d7e7-c9ed-47ab-bf1b-2c339f325e3c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Lifetime gift and estate tax exemption: 6.56 million",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-41a9-74c8-b374-b49fa2595212",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.64,
        "y": 0.04
      },
      "kind": "source-note",
      "text": "Please see 2024 Tax fact sheet for more information.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "62797ef4-d842-46cf-a92c-af8fdb30c031",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.5,
        "x": 0.12,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "Source: UBS, IRS. *Forecasts for 2025-2026 are scheduled under current law and assume a 2% inflation rate.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "863b3b7f-aabc-44b0-8338-8017355f856a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.6,
        "x": 0.04,
        "y": 0.15
      },
      "kind": "subtitle",
      "text": "Lifetime gift and estate tax exemption amounts per individual with projections under current law, USD millions",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5ea76275-bc2f-41f2-9802-c55668aae624",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.04,
        "y": 0.07
      },
      "kind": "title",
      "text": "The window for estate planning may be closing",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "789c4764-8507-4723-bdce-eb73b0e8fe6c",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}