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Generational Wealth: Tax-Smart Strategies for Your Family’s Future

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Manage episode 431473206 series 3562398
Content provided by Dustin Taylor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dustin Taylor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to the Financial Foundations Podcast! In this episode, we explore how to build generational wealth through tax-smart strategies. Learn how to boost your 401(k) contributions, the benefits of a mega backdoor Roth, and the best practices for gifting assets to your heirs. Our expert hosts guide you through real-life examples and practical advice to help ensure your family’s financial future is secure and prosperous.

Have a question? We'd love to discuss it! Email us at question@basewealthmanagement.com.

  continue reading

27 episodes

Artwork
iconShare
 
Manage episode 431473206 series 3562398
Content provided by Dustin Taylor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dustin Taylor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to the Financial Foundations Podcast! In this episode, we explore how to build generational wealth through tax-smart strategies. Learn how to boost your 401(k) contributions, the benefits of a mega backdoor Roth, and the best practices for gifting assets to your heirs. Our expert hosts guide you through real-life examples and practical advice to help ensure your family’s financial future is secure and prosperous.

Have a question? We'd love to discuss it! Email us at question@basewealthmanagement.com.

  continue reading

27 episodes

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