Highlights from this episode include:
- How to gift over $1 million to your heirs without it getting stolen by the IRS (even though you can only give $15,000 per person) ([3:45])
- The “Welfare Business Model” for investing that grows your wealth more than your taxes rise ([6:09])
- How to avoid being financially ruined when new politicians raise taxes on the rich ([8:25])
- 3 types of charitable gifts that stop the IRS from taking most of your IRA money ([8:56])
- The “Roth IRA Secret” that floods your heirs with tax-free money ([14:18])
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