Learn more about how you can create budgeting solutions for you and your family.
Overview
Learn more about the ways wealth can be transferred.
Duration: 5-7 minutes
Learning Objectives
- Define wealth transfer.
- List ways to transfer wealth as a gift.
- Describe how gifts can be made to support education expenses.
- Explain the basics of gifting investments.
- Identify potential tax implications of a wealth transfer.
- Develop a strategy for maximizing any new wealth.
Marketing Teaser
If you’re considering a transfer of wealth as part of your retirement or estate planning, it’s important to make sure you have a strategy in place. Understanding the different types of monetary gifts and they can affect the beneficiary will help you maximize your good intentions.
After taking this course you will be able to:
- Understand ways to transfer wealth through gift giving
- Maximize the benefit of a financial gift for both the giver and receiver
- Understand potential tax implications for transfers of wealth
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Are you or someone you know considering a transfer of wealth as part of your retirement or estate planning? Maximize the benefits of financial gifts for both the giver and receiver: [LINK]
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Image Package
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Topic List
- 401(K) Plans
- 529 Plans
- Annuities
- Becoming A Financial Caregiver
- Benefits of a Credit Union
- Budget Hacks: The College Edition
- Budgeting for Families
- Building Emergency Savings
- Buying a Home
- Car Loans
- Certificates Of Deposit (CDs)
- Checking Accounts
- Considering Homeownership
- Creating A Budget
- Credit Cards
- Credit Scores And Reports
- Customer Acquisition and Retention
- Debt Management
- Developing A Business Plan
- Estate Planning
- Expectations Of A Financial Caregiver
- Family Conversations About Money
- Financial Decisions for Your Career Path
- Financial Well-being for Entrepreneurs
- FIRE Lifestyle
- Health Savings Accounts
- Healthy Financial Habits
- How Businesses Obtain Credit
- How Businesses Use Credit
- Identity Protection
- Individual Retirement Accounts (IRAs)
- Investment Property
- Managing a Growing Team: Employee Recruitment and Retention
- Mindful Living
- Mobile And Online Banking
- Mortgage Relief
- Mortgages
- Obtaining Financing and Funding for Your Small Business
- Opportunities for Women and Minority-Owned Small Businesses
- Overcoming Small Business Financial Hardships
- Paying For College
- Paying Your Student Loans
- Planning For A Financial Caregiver
- Planning For Retirement
- Prepaid Cards
- Preparing for Graduation
- Preventing Elder Financial Abuse
- Preventing Overdraft Fees
- Reporting Elder Financial Abuse
- Reverse Mortgages
- Savings Accounts
- Shopping For Insurance
- Small Business Banking Services
- Small Business Financial Statements
- Sustainable Investing
- Taxes: The Basics
- Understanding Your Student Loan
- Wealth Transfer
- When To Collect Social Security