top of page
Blog
Search
If You Don’t Need Your RMDs, Should You Reinvest Them in a Taxable Account for Your Kids?
If you are taking RMDs you don’t need and expect to leave money to your kids, the type of account they inherit can change the tax bill. Here’s why a taxable account can sometimes beat an inherited traditional IRA.
How Much Can a Retired Wichita Couple Give Their Kids Without Putting Their Own Retirement at Risk?
You may have enough money to help your kids or grandkids while you are still here to see it. The harder question is how much you can give without making your own retirement shakier. Here is how I would think through that decision.
Jonathan Harner, CFP®
Aug 27
Let’s Make Smart Decisions, Together.
bottom of page