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Can Gift Planning options be integrated with my retirement planning to help meet a family need, such as my grandchild’s education?

April 26, 2017Education family gift grandchild help Integrated meet Options planning Retirement Planning

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Can Gift Planning options be integrated with my retirement planning to help meet a family need, such as my grandchild’s education?

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A. Yes, there are gift planning options that can be deferred or set-up specifically to address retirement income needs or educational goals for family members. Certain planned gift options can provide for family members with disabilities or special needs, as well.