Retirement Insights

Episode 22 - Lifetime Gifting

May 02, 2022 InFocus Financial Advisors, Inc.
Retirement Insights
Episode 22 - Lifetime Gifting
Show Notes

Episode 22 - Lifetime Gifting  It is much more fun to make gifts while you are living, than after you're gone.  In this episode Eric and Robert cover lifetime gifting and how to make the greatest impact with  your retirement assets.