

Ask KT & Suze Anything: Can I Give My Child Money and Get a Tax Deduction?
Jun 13, 2024
Topics discussed include the importance of IRAs, handling inherited cash, setting up trusts, benefits of stock splits, dental insurance advice, and prioritizing relationships over material wealth for financial success.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Financial Advice and Life Stories
01:35 • 26min
The significance of trust assets and clarifying Nvidia stock split gains
27:39 • 3min
Stock Splits and Dental Insurance Advice
30:19 • 2min
Tax Implications of Selling Stock Held Less Than a Year on Income Limit for Roth Contributions
32:08 • 2min
Prioritizing People Over Money and Things for Financial Success
34:23 • 2min