The Truth About Taxes and Retirement

The Truth About Taxes and Retirement


31. How the TRULY-WEALTHY & the WORKING-WEALTHY DIFFER: Family Endowment Plans

November 02, 2021

Are you truly wealthy or working wealthy? What’s the difference between the two? For moderately wealthy people who don’t believe they have any tax strategy opportunities, this episode is for you. In this episode, J Barry Watts introduces a tax strategy and draws the line between the truly-wealthy and the working-wealthy. Barry also emphasizes the … Continue reading 31. How the TRULY-WEALTHY & the WORKING-WEALTHY DIFFER: Family Endowment Plans →