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Steve Smith
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Transfering assets to kids

Steve Smith
Posted Jan 24 2024, 06:47

Anyone active in transferring assets to their kids? Looking for creative idea to give them a few more dollars before I croak. I already give them the non taxable limit, but am giving them options on property, leases and notes where they can get more in the future, and working with others so they get more into their Roths with options.

Other ideas?

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