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Market Recap: Crypto | Exponential Age | Recession 2025 | Uranium | Tax Strategies

Wealthion - Be Financially Resilient

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Maximizing Charitable and Family Gifting Strategies

This chapter explores effective strategies for charitable and family gifting, especially for high net worth individuals. It highlights the benefits of gifting appreciated stocks, utilizing donor advised funds, and planning for education funding through 529 plans. Additionally, it discusses tax-saving methods related to Health Savings Accounts (HSAs) and the importance of early financial planning.

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