Gift and Estate Tax Exclusion, Trusts, and Tax Optimization for HENRYs and HENRIETTAs

Let's talk about the many hacks for HENRYs and HENRIETTAs to move from high incomes into high net worths. We'll go over some of the best tax-advantaged vehicles for high earners, alternative investment callouts, and hear from Chris Hutchins of All the Hacks (https://www.allthehacks.com/) on little-known hacks to leverage in order to supercharge your wealth.

As a reminder, we are not licensed financial professionals and this is not financial advice. Please do your own due diligence.

Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/high-earner-not-rich-yet-henry-hacks.

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