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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).
Read the latest trends and strategies in wealth planning for the year ahead with RBC Wealth Management's Global Insight 2025 Outlook. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/insights/global-insight-2025-outlook.pdf
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.