Holidays

This year’s holidays may look a little different.  We are staying put and perhaps seeing our loved ones virtually.  We’d like to take this opportunity to first thank you for allowing us to be with you during the retirement journey and secondly to remind you of the rules regarding the IRS and gifts.

The folks at NerdWallet do a lovely breakdown of the rules.  If you are fortunate enough and want to be generous note the $15,000 annual exclusion and the increased lifetime exclusion.

We wish you the best this holiday season.  Please stay safe, healthy and strong.