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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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Two Big Mistakes Many Times Seen in Trusts
Wealth For Generations
28 minutes
1 year ago
Two Big Mistakes Many Times Seen in Trusts
How can you ensure your legacy is safeguarded for your children and future generations? Today on Wealth for Generations, Todd Whatley and Ian Weiner unpack two critical components of trusts and estate planning to help you protect your family's financial future. We kick off by diving into the intricacies of trust distribution terms, explaining why simply creating a trust isn’t enough. Todd reveals how specific provisions shield your beneficiaries from potential financial pitfalls such as bankr...
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...