Скачать с ютуб How to Save HUGE Taxes on $20 Million+ Net Worth (PART TWO) в хорошем качестве

How to Save HUGE Taxes on $20 Million+ Net Worth (PART TWO)

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear... In this video, I will review how individuals over $20 million can optimize their financial strategies, especially when minimizing taxes while maintaining flexibility. I understand that most financial advice is targeted towards people with smaller portfolios. Still, a few individuals in this high-net-worth category aren’t getting the guidance they need. My goal is to offer insights to help those struggling with balancing tax efficiency and liquidity. –––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 00:40 Target Audience for $20 Million+ 01:35 Summary of Part 1 02:00 Understanding Tax Efficiency and Flexibility 04:02 Separately Managed Account (Sma) 5:50 Differences Between Mutual Funds, ETFs, and Smas 07:10 How Sma Is Useful in Tax Planning 09:20 Example of Smas 11:38 Quantifying the Value of Financial Advice 12:30 Sma Tax Efficiency Benefits 14:00 Target Date Fund Is Conservative 16:04 Estate Planning for High-Net-Worth Individuals 17:49 Example of Charitable Trust 18:50 Summary 19:18 Work With Us 19:55 Early Retirement Academy –––––––––––––––––––––––––––––– PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM -   / earlyretirementari   LINKEDIN -   / aritaublieb   What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️ All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions. This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.