Dead Simple Way To Gift More Than Annual Gift Tax Exclusion

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=-CGTaxCtSVk

Alex discusses a powerful financial strategy that can help you transfer wealth to the next generation while minimizing taxes. • Alex explains how Intrafamily Loans and the Annual Gift Tax Exclusion can be combined to create a smart wealth transfer plan. • ❓HOW MUCH DO I NEED TO RETIRE? ❓ • Get your free RETIREMENT READINESS REPORT to find out! • https://app.precisefp.com/w/osrtro • ☎️ FREE TAX RETIREMENT ANALYSIS ☎️ • Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstar... • ✍ SHOW NOTES RESOURCES ✍ • Show Notes: https://onedegreeadvisors.com/2023/09... • 9 Best Questions to Ask a Financial Advisor in 2023: • 9 Best Questions to Ask a Financial A... • Applicable Federal Rates: https://www.irs.gov/applicable-federa... • 👉 JOIN 964+ OTHER RETIREES AND RECIEVE OUR WEEKLY RETIREMENT RECAP EMAIL + GAIN ACCESS TO OUR PRIVATE CLIENT MEMO 👈 • https://onedegreeadvisors.com/blogs/ • ✅ LEARN ABOUT HOW WE CAN HELP YOU THROUGH RETIREMENT ✅ • https://onedegreeadvisors.com/ • Twitter: / onedegreetweets • Facebook: / onedegreeadvisors • This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. • Disclosures: https://onedegreeadvisors.com/solutio... • 0:00 - Intro • 0:45 - Intrafamily loan • 1:47 - Annual Gift Tax Exclusion • 2:27 - Combining Intrafamily loan and the annual gift tax exclusion • 3:46 - Tip 1: Work towards fairness • 3:57 - Tip 2: Weigh the repercussions of delinquency or default • 4:07 - Tip 3: Create a paper trail

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