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In today's BetterWealth episode, I am joined by Dan Kaminski, the head of operations as we
discuss how the ultimate tax “loophole” is going away. Listen as Dan describes (GRATS) Grantor Retained Annuity Trust. We also talk about the definition of a “tax-loophole” and why GRATS is a tax advantage opportunity for the wealthy that will most likely be going away. We even expose the widow of Steve Jobs as we look at the tax loopholes she uses.
Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither the host nor the guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
#BETTERWEALTH
For more information on BetterWealth or the content you hear on the Podcast, visit us at www.betterwealth.com/podcast.
#Betterwealth
📞 Free 15 Minute Clarity Call: https://bttr.ly/ytclarity
📕 The And Asset Book: https://bttr.ly/book
💸 BetterWealth Quiz: https://bttr.ly/quiz
👪 AndAsset.com: https://bttr.ly/andasset
🎥 BetterWealth Youtube - https://bttr.ly/bwyoutube
🤵🏼 Financial Advisor, Agent or Coach: https://bttr.ly/advisor
By BetterWealth Media4.9
245245 ratings
In today's BetterWealth episode, I am joined by Dan Kaminski, the head of operations as we
discuss how the ultimate tax “loophole” is going away. Listen as Dan describes (GRATS) Grantor Retained Annuity Trust. We also talk about the definition of a “tax-loophole” and why GRATS is a tax advantage opportunity for the wealthy that will most likely be going away. We even expose the widow of Steve Jobs as we look at the tax loopholes she uses.
Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither the host nor the guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
#BETTERWEALTH
For more information on BetterWealth or the content you hear on the Podcast, visit us at www.betterwealth.com/podcast.
#Betterwealth
📞 Free 15 Minute Clarity Call: https://bttr.ly/ytclarity
📕 The And Asset Book: https://bttr.ly/book
💸 BetterWealth Quiz: https://bttr.ly/quiz
👪 AndAsset.com: https://bttr.ly/andasset
🎥 BetterWealth Youtube - https://bttr.ly/bwyoutube
🤵🏼 Financial Advisor, Agent or Coach: https://bttr.ly/advisor

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