Holiday Gifting Within Your Plan
When gifting your estate assets to your family, make sure consider your own retirement income needs and potential tax liabilities for you and the receiver.
Tag: gift
When gifting your estate assets to your family, make sure consider your own retirement income needs and potential tax liabilities for you and the receiver.
Cutter Financial Group, LLC is an SEC-Registered Investment Advisor that specializes in building retirement systems for folks who are in the accumulation, transition, and distribution stages of their financial lifecycle. We help to educate our clients and to provide them with the information and resources they need to take control of their financial future. Control allows our clients to have added confidence in their retirement plan to help provide added peace of mind.
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