PODCAST · business
TransGlobal Wealth Clinic
by TransGlobal
TransGlobal Wealth Clinic is an interview-style podcast that aims to help our audience educate themselves on a variety of financial matters and help grow their wealth. Are you interested in being financially prepared for the future? Join us as we discuss and break down how to properly manage your finances, from saving strategies and insurance to retirement planning.
Episodes
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When Is the Most Cost-Effective Time to Do a Roth Conversion?
When is the most cost-effective time to do a Roth conversion? Segment 1 – What Is a Roth Conversion? Segment 2 – Best Time #1: During a Market Downturn Segment 3 – Best Time #2: In a Lower-Income Year Segment 4 – Best Time #3: When You Expect Tax Rates to Rise Segment 5 – Bonus Tip: Roth...
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Earning More and Losing Less: Tax Planning
Join us as we break down the payroll tax and how earning more income can actually result in paying lower taxes. Both active and passive income are utilized by wealthy people, and with how the tax system works, knowing how to plan around taxes will boost your wealth even further.
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Worry-Free Retirement: Annuities
Join us as we explore a retirement option that only gets better as time goes on. With people aging longer and worrying about exhausting their retirement savings, we need another method to secure our future. In this episode, we explain how investing in annuities not only alleviates the concern of...
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Tax-Efficient Donations and Inheritance: Navigating RMDs Part II
Tax-Efficient Donations and Inheritance: Navigating RMDs Part II How RMDs Help You Optimize Donations and Inheritance Tax Benefits for Donations and Inheritance: QCDs and the Ten-Year Rule #RMD #TaxPlanning
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Maximize Your Retirement: Navigating RMDs
Join us as we delve into the complexities of managing excess money in your retirement accounts, focusing on Required Minimum Distributions (RMDs). We will explore the intricacies of RMDs, the impact on your tax liabilities, and strategies to minimize tax burdens while optimizing your retirement...
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ABOUT THIS SHOW
TransGlobal Wealth Clinic is an interview-style podcast that aims to help our audience educate themselves on a variety of financial matters and help grow their wealth. Are you interested in being financially prepared for the future? Join us as we discuss and break down how to properly manage your finances, from saving strategies and insurance to retirement planning.
HOSTED BY
TransGlobal
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