S2 E4: Smart Wealth Strategies for Tech Professionals & Business Owners

Description:

Listen to the latest Podcast episode of “Smart Wealth Strategies for Tech Professionals & Business Owners”

This episode explores advanced planning strategies for business owners and tech professionals, including how tax loss harvesting goes beyond simply selling “losers” at year-end. It breaks down the Mega Backdoor Roth — and how high earners may even “double dip” in certain job-change scenarios — along with strategies for generational wealth transfer and tax-smart charitable giving using DAFs, CLATs, and life insurance.