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The Retirement Gift Trap: How Helping Your Kids Could Hurt Your Future

The Retirement Gift Trap: How Helping Your Kids Could Hurt Your Future

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

March 31, 202612m 48s

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Show Notes

Helping your kids or grandkids financially feels like the right thing to do... but what if that generosity comes at a hidden cost? Josh breaks down the surprising tax consequences of pulling money from your 401(k), how it can trigger higher Medicare premiums, and why timing matters more than you think. Learn smarter strategies to give with intention without putting your own retirement at risk.

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