What is the Gift Tax Limit for 2025 and 2026?
You want to give money to your kids or grandkids - maybe you’ve built up...
How Much Can I Give My Kids Before Paying IRS Gift Tax?
This is a common question that I get asked a lot, and the answer may...
Blog: How To Balance Your Estate And Retirement Planning
Retiring can be fun, but it can be even more fun if you have a good...
3 Smart Ways to Help Your Kids with Money (Without Regretting It Later)
Jeremy Keil explains 3 smart ways to help your kids with money while avoiding IRS...
How to “Rightsize” Instead of Downsize in Retirement with Marni Jameson
Author and journalist Marni Jameson shares her expertise in rightsizing as you enter retirement in...
The Cost of Avoiding Conversations: How Estate Planning Can Save Your Family Heartache with David Edey
Author and executor advisor David Edey shares how to prepare your estate and your executor...
How to NOT Ruin Your Kids with Money | Mark Shiller
Author and estate planning expert Mark Shiller shares how to leave wealth to your kids...
Blog Categories
View/Listen to Retire Today on:
Retire Today is a retirement podcast focused on helping people within five years of retirement make confident decisions about income, taxes, Social Security, and long-term planning.
Listen in as Jeremy Keil, CFP®, CFA® and his guests guide you towards making smarter retirement, investment, and tax planning decisions