Mailbag: Loans to Kids, 401(k) Rollovers & Wedding Savings
RetirementListen:
On This Episode
It’s a Mailbag episode, and Mark’s tackling three real questions from listeners. He shares straightforward guidance designed to help you think through common concerns, so you can make more confident choices with your money. Different situations, same goal: making smart decisions that hold up over time.
Here’s what we discuss in today’s show:
🏦 Loan vs Gift: Put agreements in writing to avoid tax and family issues
🔄 401(k) Rollover: More control and flexibility outside your employer plan
💍 Wedding Planning: Start early with a dedicated savings account
⚖️ Fairness Matters: Think through long-term impact on family dynamics
Thanks for joining us! We’ll be back for another show every other Thursday.
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