Mailbag: Big Raises, Gifting Rules & Social Security Timing cover art

Mailbag: Big Raises, Gifting Rules & Social Security Timing

Mailbag: Big Raises, Gifting Rules & Social Security Timing

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Ready to grow your wealth with confidence? Let’s talk! 👉 https://www.rosewoodwealthmanagement.com/schedule-an-appointment

☎️ 919-391-3446

What should you do first when your income suddenly skyrockets? Is waiting until age 70 for Social Security always worth it? In this episode, John answers a fresh round of listener questions, each one highlighting the real-life financial decisions people wrestle with every day. The truth is, even simple questions deserve careful thinking and a strategy built around your unique situation. Good planning is always personal, never one-size-fits-all.

Here’s what we discuss in this episode:

💸 Managing a big income jump: avoiding lifestyle creep and planning for taxes

🎁 Gifting to adult children: understanding annual limits and estate rules

🧓 Social Security timing: why “wait until 70” isn’t always the right advice

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446

Schedule a Meeting: http://meetwithjohn.com

Check us out on YouTube: https://bit.ly/46RaLvL
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