Mike answers some recent listener questions including:
I would like to give money to my kids and help myself on my taxes at the same time. How can I do that?
I have several stocks that were purchased at a good price. I would like to sell, but don’t want to pay a lot in taxes. Is there a way to accomplish this?
What is an advantage of giving an asset instead of giving cash?
I’ve inherited funds, but I don’t really need the money. What should I do?
My company used to have a pension, but then switched to a 401K. When I got to retirement, they gave me a list of options to take for the pension. How do I decide?
How should I set up my estate so that I know my spouse will still be taken care of after I pass and/or ensure they spend the funds wisely?