Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss 2019 financial gifting, and how the limits can be worked to the benefit of those who give and those who receive. They also share how the laws may soon change, affecting more people – and not to their advantage. Listen in as we explore these topics in the latest podcast episode.
Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.
Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important Creative Planning legal disclosure: http://bit.ly/2DC250b