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Reimagining Gifting Thumbnail

Reimagining Gifting

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.  

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