Gift Giving-999471-edited

This time of year is when many of us are feeling especially generous and planning for holiday gift giving. Bruce and Peg give you some ideas on how to give meaningful gifts to family, friends and causes close to your heart, while keeping your own financial future in mind.

Questions Answered Include: 

  • I have a 457b account and need to do an RMD in 2019 on the end of year 2018 balance.  I would like to do a QCD with the RMD to my church to avoid adding it as income, but I cannot do that with a 457b, only with an IRA. Can I, in 2019, convert all or a portion of my 457b to an IRA, and then move my RMD to my church thru a QCD?
  • How will giving cash gifts be affected by tax reform changes and the sunset back in 2026?

Full Episode


Featured Segment: Gift Giving


Featured Question