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Wealth For Generations
Todd Whatley
19 episodes
7 months ago
We introduce our new tax calculator tool that reveals how much of your retirement accounts will go to taxes over your lifetime, helping you understand the true impact of tax obligations on your 401(k), IRA, and other qualified accounts. • Our simple tax calculator at generationswealthtax.com shows your potential lifetime tax liability in just minutes • Most clients are shocked to learn how much of their retirement savings will be lost to taxes • Everyone should pay their "fair share" of taxe...
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Investing
Business
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All content for Wealth For Generations is the property of Todd Whatley and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
We introduce our new tax calculator tool that reveals how much of your retirement accounts will go to taxes over your lifetime, helping you understand the true impact of tax obligations on your 401(k), IRA, and other qualified accounts. • Our simple tax calculator at generationswealthtax.com shows your potential lifetime tax liability in just minutes • Most clients are shocked to learn how much of their retirement savings will be lost to taxes • Everyone should pay their "fair share" of taxe...
Show more...
Investing
Business
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Navigating Tax Changes: Protecting Your Wealth and Legacy After 2025
Wealth For Generations
28 minutes
9 months ago
Navigating Tax Changes: Protecting Your Wealth and Legacy After 2025
Understanding taxes is crucial for effective wealth management. In this episode, we explore four key types of taxes: estate, gift, capital gains, and income tax, offering insights into strategies to minimize liabilities and maximize your wealth. • Overview of the four main types of taxes impacting individual finances • Estate tax concerns and projected legislative changes • Strategies for minimizing estate taxes through gifts • Explanation of gift tax exemptions and implica...
Wealth For Generations
We introduce our new tax calculator tool that reveals how much of your retirement accounts will go to taxes over your lifetime, helping you understand the true impact of tax obligations on your 401(k), IRA, and other qualified accounts. • Our simple tax calculator at generationswealthtax.com shows your potential lifetime tax liability in just minutes • Most clients are shocked to learn how much of their retirement savings will be lost to taxes • Everyone should pay their "fair share" of taxe...