Ep 90: Should I Gift Money Now or Wait Until Later?

May 8

Today, we’re tackling a big question: Should I gift money now or wait until later? You want to give gifts to loved ones or to charities--- but you’re questioning when the right time would be for that. When could they best use that money? Will I need that money someday?

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In this episode:

[2:37] Can I safely gift?

[3:58] Key financial factors to consider when gifting

[6:14] Qualified Charitable Distributions

[6:38] Practical reasons to wait to gift

[11:39] Ideas for gifting

Nicolas Davis