Generational Wealth: Tax-Smart Strategies for Your Family’s Future

Financial Foundations

Welcome to the Financial Foundations Podcast! In this episode, we explore how to build generational wealth through tax-smart strategies. Learn how to boost your 401(k) contributions, the benefits of a mega backdoor Roth, and the best practices for gifting assets to your heirs. Our expert hosts guide you through real-life examples and practical advice to help ensure your family’s financial future is secure and prosperous.

Have a question? We'd love to discuss it! Email us at question@basewealthmanagement.com. 

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