07
Aug
A Gift That Grows Tax-Free Forever: Roth IRAs for Kids and Grandkids
By Colleen Weber, CFP®, CPA For high-net-worth families, transferring wealth to the next generation in a tax-efficient way can present new challenges to your financial plan. The complexities of income tax, capital gains tax, estate tax, and generation-skipping transfer tax can make it feel daunting to leave a meaningful legacy...
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