Reimagining Gifting
Reimagining Gifting

Reimagining Gifting

Bahiyya Haneesa

12 min0 plays0 favorites
Business & Finance
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<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>

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