Smart Money Conversations

Episode 8: Thoughts on Passive Income and Income Tax Minimization Strategies


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In episode 8, Brett Croft shares expert strategies for UHNW clients to generate passive income through investments like passive etfs and real estate, while optimizing tax efficiency. He explores practical methods to minimize income taxes, such as tax-advantaged accounts and deductions, to maximize wealth. Tune in for actionable insights to build sustainable income with minimal tax burden.

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Smart Money ConversationsBy Brett Croft, CFP®, CFA®, CTFA®