The tax code rewards timing. It rewards asset location. It rewards planning years ahead instead of weeks before filing. Long-term capital gains rates are already far lower than ordinary income rates.
In some cases, the rate is zero percent. Add step-up in basis rules at death. Add Roth conversion timing. Suddenly what looked like unavoidable taxes starts looking optional.
The rules are public. They are legal. They are available to anyone. But most tax advisors never go deep enough to learn them. And their clients quietly pay the price year after year. Without ever knowing there was another option.
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By: Camarda Wealth Advisory Group
Title: The wealthy have a different tax rulebook!
Sourced From: www.youtube.com/watch?v=WPnMNoQwSC4
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