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Case Study: Teddy & Theresa Taxable
Manage episode 375820892 series 2939409
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In this episode, Justin and Jared break down the life of another sample client: Teddy & Theresa Taxable. They are retired in their 60s and have a $25 million net worth. They are not worried about running out of money but want to ensure they avoid estate taxes. We discuss what considerations, opportunities, and mistakes they must be aware of to optimize their financial plan (tax, investment, estate planning, income planning, and risk management).
For more information and show notes, visit: https://bwmplanning.com/episode58
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