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Kiplinger
Kiplinger
Business
Deana Healy, CFP®

REVEALED: Give now or leave an inheritance how to balance the options - The Real Truth

An older man looks at his laptop at his kitchen island.

Retirement is a significant life goal, and reaching that milestone often prompts questions about travel plans, new passions and how to fill newfound free time.

The most important questions, however, are often the ones people aren’t asking: How much of your retirement savings are you setting aside for charitable causes and gifts? Will you leave an inheritance for your family, or will you share some or all of your wealth during your lifetime?

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