
Reimagining Gifting
Bahiyya Haneesa
12 min•0 plays•0 favorites
Business & Finance
Description
<p>Financial Planner Matt Anderson looks at gifting through a little different lens. He presents some ideas to gift in the most tax-efficient way to children/grandchildren. Ideas include 529s, Roth 401ks, Roth Conversions, HSAs, After-Tax 401ks, and good old fashioned Roth IRAs.</p>