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Tax Strategies for Gifting
Jones Financial Talk
English - May 12, 2024 05:00 - 38.5 MB - ★★★★★ - 3 ratingsInvesting Business social security roth ira 401k medicare medicaid long term care Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: What To Do If You’re Named An Executor
Next Episode: Retirement Expenses Are Waiting. Are You Ready?
In this episode, we explore how gifting can be a powerful tool to reduce your estate tax burden. We'll discuss the annual exclusion amount, spousal gifting strategies, and how charitable giving can benefit both you and your favorite causes. Tune in and learn how to make gifting work for your financial future!