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You've Saved $2M in Brokerage Assets: Now What?
Manage episode 367500721 series 2939409
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In this episode, Justin and Nathan discuss planning opportunities and challenges if you have more than $2M in brokerage assets. We'll talk through the biggest tax opportunities available to you, estate planning considerations over the next 10 years, life planning implications, and relevant changes to your insurance needs.
For more information and show notes visit: https://bwmplanning.com/episode54
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Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.
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