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Podcast: The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Episode: The Retirement Gift Trap: How Helping Your Kids Could Hurt Your Future
Description: Helping your kids or grandkids financially feels like the right thing to do... but what if that generosity comes at a hidden cost? Josh breaks down the surprising tax consequences of pulling money from your 401(k), how it can trigger higher Medicare premiums, and why timing matters more than you think. Learn smarter strategies to give with intention without putting your own retirement at risk.
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