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3 things you need to know before giving financial gifts

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If you have gifting to loved ones on your mind, here are some considerations related to taxes and logistics. Gifting logistics Unless you’re writing a check from your bank account, the logistics of gifting funds can get a bit complicated. If you want to gift from your IRA, your only option is to sell a […] If you have gifting to loved ones on your mind, here are some considerations related to taxes and logistics.