Ask KT & Suze Anything: Revisiting Can I Give My Child Money and Get a Tax Deduction?
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Navigating Family Finances and Retirement Planning
This chapter explores the emotional and practical complexities of gifting money to family members, particularly concerning tax deductions and student loans. The dialogue also highlights the advantages of transferring retirement funds from employer-sponsored plans to IRAs, emphasizing investment diversification in retirement. Additionally, listeners are advised on the importance of consulting with professionals to navigate estate and trust challenges effectively.
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