How to Give Generously Without Giving Away the Farm
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How to Give Generously Without Giving Away the Farm
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About this listen
What happens when boomers skip their kids and gift directly to their grandkids? In this episode of The Goall, Mark and Bridget unpack the growing trend of “skip generation giving” and the financial strategies behind it. From Roth IRA limitations to maximizing tax-free income, they share real-life stories and practical advice for navigating retirement planning in a shifting economic landscape. Whether you're nearing retirement or planning your legacy, this episode offers insights to help you make informed decisions without risking your own financial future.
Support the show: https://www.biermann.goallagency.com
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