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Did you know that HSA assets are more than just a way to pay for medical expenses? HSAs can also serve as valuable investment vehicles to grow contributed funds until they are needed. #JohnGillilandRBC #gillilandgroup
With year-end approaching, if you’re over age 73 it’s time to take your required minimum distributions. Contact me to discuss options for your RMD. #JohnGillilandRBC #gillilandgroup
Addressing the unexpected and evaluating your protection strategies can help provide you with peace of mind as you look to a new year. Regardless of your stage in life, let’s connect to review your plan. #JohnGillilandRBC #gillilandgroup #wealthplanning
Before the end of the year, learn how you may be able to make an even greater impact by incorporating your charitable giving into your strategic wealth plan. Contact me today to discuss. #JohnGillilandRBC #gillilandgroup #wealthplanning
Did you know each gift of up to $17,000 is excluded from gift taxes? This is a great way to help a relative with medical bills or gift your child or grandchild money that they can use to fund their IRA ($6,500 per year). #JohnGillilandRBC #gillilandgroup
Looking to make some year-end donations? Now is the perfect time to review your charitable giving, legacy, and wealth planning goals. Contact me today to explore the benefits of strategic giving.