The Retirement Tax Podcast

Gifting to Family and the Taxes that Come With It, Ep. 26


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Like anything in life, taxes are just one piece of the puzzle. So today, Ben and Steven will be talking about some things that are not directly tax related, tackling the topic of gifting to family and some of the numbers involved, as well as tax rules that may come into play. You will get a solid framework to help handle the logistics so you’re prepared if/when taxes come into it.

You can find all show notes for this episode at: https://bit.ly/3DOiZrL

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The Retirement Tax PodcastBy Steven Jarvis and Benjamin Brandt

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