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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.
If your parents are 73 or older, have they taken their RMDs? The deadline is quickly approaching. Schedule a meeting so we can explore their options. #JohnGillilandRBC #gillilandgroup #wealthplanning
Financial empowerment matters. Reach out to learn about the resources available to help people of all ages feel more educated regarding money, investing and wealth planning. #JohnGillilandRBC #gillilandgroup #wealthplanning
Did you know that scams are rampant in the U.S. during the holiday season? It pays to keep an eye on credit card statements and shipping notifications, as well as keeping a healthy dose of skepticism about deals that seem too good to be real. #JohnGillilandRBC #gillilandgroup
Now is an ideal time to consider year-end strategies that may benefit you and to plan for the year ahead. We have a year-end checklist that can help. Connect with me to schedule a consultation to learn more. #JohnGillilandRBC #gillilandgroup #wealthplanning