Simply Money presented by Allworth Financial
Description
On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal what wealthy families are doing in December that most people completely overlook. While many go into coast mode during the holidays, high-net-worth individuals are making smart year-end moves—rebalancing their portfolios, harvesting tax losses (and gains), and donating appreciated assets through donor-advised funds.
They’ll also explain why December is the perfect time to talk to your kids about your estate plan, how to take advantage of qualified charitable distributions from your IRA if you're over age 70½, and how to gift money to your family now—completely tax-free. Plus, they tie it all together with a powerful message about using the holidays to pass on your values, not just your wealth.
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