3 things you need to know before giving financial gifts

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.