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Latest / Financial Fortitude: Tax, Wealth & Investment Strategies for High Income Earners

529 Plans—The Mistake Most Parents Make | AMA #1 - E53

Michael and Brady answer two thoughtful listener questions that uncover some of the smartest ways parents can build long-term wealth for their children. From maximizing the benefits of 529 plans to understanding the rules behind Roth IRA conversions, they break down complex financial strategies into practical, easy-to-understand guidance. They also explain why employing your children through your business isn't always as straightforward as it seems and explore smarter alternatives for creating tax-efficient wealth. Along the way, they reveal common planning mistakes, FAFSA considerations, and…

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