In this episode of Money Matters, the hosts discuss the importance of giving while living, exploring various strategies for gifting wealth to loved ones and charities. They delve into the benefits of 529 plans for education funding, the joy of enjoying retirement, and the significance of creating a lasting legacy. The conversation also covers the bucket strategy for retirement income, tax-efficient withdrawal strategies, and the evolving nature of the 4% rule. Listener questions provide practical advice on annuities and balancing charitable giving with family legacy goals.
Reach out to Deb and Laurie at 800-932-5010 or
https://www.gvcpleasantgrove.com/money-matters-radio-show
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