As a licensed tax attorney, Daniel Razvi knows how to plan effectively for his clients when it comes to their taxes in retirement. On this episode, he and his father, Raz, discuss the only two tax-free investments available to Americans: Roth accounts and life insurance.
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Episode 3
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April 24, 2024
In this episode, Daniel and Raz explain Charitable Remainder Unitrusts (CRUT) and who might benefit from them. For More Information: Higher Ground Financial Group...
00:14:22
Episode
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October 25, 2024
The word “annuity” is scary to many people, but it shouldn’t be. On this week’s show, Daniel and Raz tell you why the naysayers...
00:14:16
Episode 9
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May 08, 2024
The number one fear of retirees today is running out of money. This time around, Daniel and Raz discuss what’s known as longevity risk,...
00:13:36