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16min chapter
Plan Like a Pro: Avoid These Costly Year-End Financial Mistakes
Wealthion - Be Financially Resilient
Strategic Gifting for Wealth Management
This chapter focuses on advanced strategies for charitable and family gifting aimed at high net worth clients, emphasizing the use of donor-advised funds and gifting appreciated assets to optimize tax benefits. It highlights the importance of professional guidance and coordinated planning to navigate the complexities of gift and estate tax laws, particularly as year-end approaches. The discussion also covers contributions to 529 education savings plans and methods to maximize retirement contributions, ensuring comprehensive financial management for wealthy families.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode