
Tax Moves You Can Still Make for 2023 and The Truth On Private Equity
The Long Game
Strategic Tax Planning for Optimized Savings
This chapter emphasizes the importance of proactive tax planning, highlighting the benefits of strategies like solo 401k over step IRAs. It discusses tax-saving methods for high-net-worth individuals, focusing on maximizing contributions before the tax deadline and utilizing Roth accounts for potential advantages.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.