Playbook of the Wealthy

Ep 30 - Trump's BBB for High Income Earners and Business Owners


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The hosts discuss the implications of the new tax bill on high-income earners and business owners. They explore various tax planning strategies, including deductions for retirees, charitable contributions, mortgage interest, and estate taxes. The conversation emphasizes the importance of proactive tax planning and understanding the evolving landscape of student loans. They delve into various aspects of retirement planning, focusing on tax implications for retirees, high-income earners, and business owners. They discuss estate tax exemptions, the impact of the new tax bill on charitable contributions, and strategies for maximizing tax benefits through Roth conversions and business deductions. The conversation also addresses listener questions, providing insights into navigating complex tax scenarios and planning for future financial stability.


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Playbook of the WealthyBy Playbook of the Wealthy