calendar_today 19/12/2024 19:00

He's making his list and checking it twice! David is in the studio this week with some of the things you need to take care of before the end of 2024 - 529 contributions, qualified charitable distributions, 529 plan contributions and more. David will also take a look at the year and how retirement has evolved into a "rewirement" for many individuals. Plus, a look at the upcoming great wealth transfer from Baby Boomers to their children... what's going to happen in the coming years? David will share his thoughts and more.