Listen "20. Legacy Value for Multigenerational Wealth"
Episode Synopsis
You don’t want your retirement wealth to fall into the hands of the government. You didn’t work hard just to have it taken from you and your family.
The solution is quite simple, it’s creating a Private Banking Strategy whereby you don’t leave yourself exposed to government taxation and taking. You don’t have to play in a government taxed sandbox.
You can create a multi-generational wealth succession plan without any government intrusion, without any taxation whatsoever….which is under your complete control…completely and totally financially private.
In this episode Vance Lowe and Seth Hicks, Esq. discuss legacy value for multigenerational wealth and how you can keep every dollar you make for your retirement and for your heirs use and enjoyment to carry on your family legacy.
Vance and Seth discuss:
How important our history is, and to not let the government erase history
One of the fundamental motivations for creating generational wealth
How folks like Prince and Suze Orman are pigs for the slaughter when it comes to legacy taxation
Understanding why storing cash reserves with life insurance companies is the safest place to store your money
The hard numbers of how a specific scenario works in generational planning
And more…
Resources:
Private Banking Strategies: 19. Congress is Coming for Your Retirement Money
How We Move 401K, IRA and Roth IRA to PBS Video
Connect With Private Banking Strategies:
[email protected]
(817) 200-4777
Private Banking Strategies
Schedule an exploratory call
LinkedIn: Vance Lowe
LinkedIn: Seth Hicks
Private Banking Strategies FB
Private Banking Strategies Twitter
Private Banking Strategies IG
The solution is quite simple, it’s creating a Private Banking Strategy whereby you don’t leave yourself exposed to government taxation and taking. You don’t have to play in a government taxed sandbox.
You can create a multi-generational wealth succession plan without any government intrusion, without any taxation whatsoever….which is under your complete control…completely and totally financially private.
In this episode Vance Lowe and Seth Hicks, Esq. discuss legacy value for multigenerational wealth and how you can keep every dollar you make for your retirement and for your heirs use and enjoyment to carry on your family legacy.
Vance and Seth discuss:
How important our history is, and to not let the government erase history
One of the fundamental motivations for creating generational wealth
How folks like Prince and Suze Orman are pigs for the slaughter when it comes to legacy taxation
Understanding why storing cash reserves with life insurance companies is the safest place to store your money
The hard numbers of how a specific scenario works in generational planning
And more…
Resources:
Private Banking Strategies: 19. Congress is Coming for Your Retirement Money
How We Move 401K, IRA and Roth IRA to PBS Video
Connect With Private Banking Strategies:
[email protected]
(817) 200-4777
Private Banking Strategies
Schedule an exploratory call
LinkedIn: Vance Lowe
LinkedIn: Seth Hicks
Private Banking Strategies FB
Private Banking Strategies Twitter
Private Banking Strategies IG
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