Latest / TaylorMade Retirement with Taylor Demars, CFP®
Financial Gifting: What Retirees Need to Know
With the holidays approaching, many retirees ask a simple question with complex implications: How can I help my kids financially- without creating tax headaches or hurting my own retirement? This conversation walks through smart gifting strategies, IRS rules to watch, and thoughtful guardrails that help generosity stay intentional. If you’re considering helping children or grandchildren, a little planning here can go a long way.
🎁 Annual gifting limits and what you can give without paperwork
📄 What happens when gifts exceed the IRS threshold
🎓 Tuition and medical expense exceptions most…
The skinny
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