When Success Becomes a Tax Problem: Smart Solutions for High-Net-Worth Retirees
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When Success Becomes a Tax Problem: Smart Solutions for High-Net-Worth Retirees
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Success can be its own tax burden. In this episode, the Razvis break down how affluent retirees and high-net-worth families can preserve more of what they’ve built—without relying on shady TikTok “hacks.” Learn the truth about Roth conversion mistakes, how to use legitimate IRS-approved tools like indexed life insurance, and how premium financing lets you buy millions in coverage without tying up millions in cash. Plus, how to spot red flags in the financial influencer world that could get you in hot water.
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About the Show & Hosts:
Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi.
The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three biggest retirement killers: risk, fees & taxes.