Listen Top Shows Blog

Generational Wealth: Tax-Smart Strategies for Your Family's Future

Generational Wealth: Tax-Smart Strategies for Your Family's Future

Update: 2024-07-30

Share

Description

Welcome to the Financial Foundations Podcast! In this episode, we explore how to build generational wealth through tax-smart strategies. Learn how to boost your 401(k) contributions, the benefits of a mega backdoor Roth, and the best practices for gifting assets to your heirs. Our expert hosts guide you through real-life examples and practical advice to help ensure your family's financial future is secure and prosperous.

Have a question? We'd love to discuss it! Email us at question@basewealthmanagement.com.

Comments

In Channel

Choosing the Right Employer-Sponsored Plan for Your Business

Choosing the Right Employer-Sponsored Plan for Your Business

2025-12-0331:22

Why Most Owners Fail When Selling a Business or Real Estate

Why Most Owners Fail When Selling a Business or Real Estate

2025-11-2631:01

Can a Personal Injury Derail Your Financial Future?

Can a Personal Injury Derail Your Financial Future?

2025-09-1622:29

Can Your Home Be Your Biggest Wealth Builder?

Can Your Home Be Your Biggest Wealth Builder?

2025-09-0319:23

Can Tailored Benefit Plans Keep Your Top Talent From Walking?

Can Tailored Benefit Plans Keep Your Top Talent From Walking?

2025-08-2129:32

Mortgage Secrets That Save Thousands: Expert Tips from 28-Year Industry Veteran

Mortgage Secrets That Save Thousands: Expert Tips from 28-Year Industry Veteran

2025-06-1122:17

DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer

DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer

2025-06-0508:32

Debt Insights, According To A Certified Financial Planner®

Debt Insights, According To A Certified Financial Planner®

2025-05-0211:07

What Withdrawal Strategy Should I Use in Retirement?

What Withdrawal Strategy Should I Use in Retirement?

2025-04-0214:25

Retirement Mistakes That Could Ruin You

Retirement Mistakes That Could Ruin You

2025-03-2710:56

Avoid Tax Season Surprises: What You Need to Know

Avoid Tax Season Surprises: What You Need to Know

2025-03-0411:36

Understanding Donor Advised Funds for Charitable Giving

Understanding Donor Advised Funds for Charitable Giving

2024-11-2012:11

Crush Market Volatility During Election Years With These Expert Tips

Crush Market Volatility During Election Years With These Expert Tips

2024-10-3112:57

When Can You Retire? Essential Tips and Insights for Retirement Planning

When Can You Retire? Essential Tips and Insights for Retirement Planning

2024-10-1818:19

Spousal Benefits: Don't Leave Social Security Money Behind

Spousal Benefits: Don't Leave Social Security Money Behind

2024-09-1208:53

Estate Planning Misconceptions: Trust Myths, Legal Pitfalls, and Asset Protection

Estate Planning Misconceptions: Trust Myths, Legal Pitfalls, and Asset Protection

2024-08-0621:31

Generational Wealth: Tax-Smart Strategies for Your Family's Future

Generational Wealth: Tax-Smart Strategies for Your Family's Future

2024-07-3010:50

Why Should I Use a Health Savings Account?

Why Should I Use a Health Savings Account?

2024-07-1212:39

Unpacking Retirement Investment Options

Unpacking Retirement Investment Options

2024-06-2416:06

Boost Your Small Business With These CPA-Approved Tax Tips

Boost Your Small Business With These CPA-Approved Tax Tips

2024-06-1018:50

00:00

00:00

x

Generational Wealth: Tax-Smart Strategies for Your Family's Future

Generational Wealth: Tax-Smart Strategies for Your Family's Future