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In this episode, we'll explore the strategies and tax implications of gifting assets in retirement. We'll discuss different gifting techniques, such as outright gifts, annual exclusions, and 529 plans. We'...
Gifting In Retirement - Ways to Gift Effectively is an episode from Navigating Your Retirement by Travis Chance. In this episode, we'll explore the strategies and tax implications of gifting assets in retirement. We'll discuss dif...
This episode belongs to Navigating Your Retirement.
Use the player on this page to stream the episode online.
Published Dec 14, 2024, audio available.
In this episode, we'll explore the strategies and tax implications of gifting assets in retirement. We'll discuss different gifting techniques, such as outright gifts, annual exclusions, and 529 plans. We'll also delve into the importance of estate planning and how gifting can be a valuable tool in reducing your taxable estate.
You can listen to Gifting In Retirement - Ways to Gift Effectively online on Radio and Podcast. Open the player on this page to stream the available audio.
Gifting In Retirement - Ways to Gift Effectively is an episode from Navigating Your Retirement by Travis Chance.
The episode duration depends on the source podcast feed and may not always be available.
This episode was published on Dec 14, 2024.
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You can listen to Gifting In Retirement - Ways to Gift Effectively on this page when the episode audio is available from the podcast feed.
Gifting In Retirement - Ways to Gift Effectively is from Navigating Your Retirement by Travis Chance.
Published Dec 14, 2024