Episode 837
Your Children Could Inherit Millions Without Paying Taxes—Here's How
The Total Wealth Academy Podcast
January 6, 202619m 57s
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Show Notes
In this episode, Steve is joined by a special guest to discuss a robust real estate investing approach that utilizes a qualified intermediary to execute a 1031 exchange, allowing investors to defer "capital gains tax" and advance their investment portfolios. This key "tax strategy" can also benefit heirs, offering a path to tax-free "inheritance" through the "step up in basis" provision. Understanding these "taxes" and proper "estate planning" is essential for long-term wealth growth.