White Coat Investor Podcast cover image

WCI #126: How to Reduce your Investment Taxes with Phil DeMuth

White Coat Investor Podcast

00:00

Wealth Transfer Strategies and Effective Philanthropy

This chapter explores family loans as a strategic tool for wealth transfer to minimize tax burdens while providing financial assistance. It also emphasizes the importance of targeted philanthropy, featuring organizations that ensure efficient distribution of resources, and reflects on the historical impact of influential charitable giving in advancing medical research.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app