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My Parents Are Gifting Us Money. What Should We Do With It?
Receiving a financial gift from your parents can create a great opportunity, but also plenty of questions about what to do next. Ryan walks through several ways families might use gifted money and explains why the intentions of the person giving the money and the goals of the person receiving it should both be part of the conversation. A generous gift can go much further when there’s a thoughtful plan behind it.
Here’s what we discuss in this episode:
🧾 Gifting Rules: Annual exclusions can allow families to transfer significant amounts
🎓 College Funding: A 529 plan may provide flexibility for…
The skinny
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