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Do This Now to Avoid Massive Capital Gains Tax on Your Family's Inheritance | Repair The Roof Podcast

Ted Gudorf, estate planning attorney, stresses capital gains tax planning to protect family wealth using strategies like stepped-up basis, CRTs, and installment sales for lasting legacy.

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Roth Conversions Are About to Get MUCH More Expensive | The Limitless Retirement Podcast

Resources: Gudorf Financial Group Get Your Free Retirement Assessment The Retire Ready Toolkit (free resource) Subscribe on Youtube Are you sitting on a ticking tax time bomb? Danny Gudorf issues an urgent call to action…

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Why Your Family Needs a Multi-Client Family Office? | Repair The Roof Podcast

In this talk, Ted highlights the role of integrated financial planning and exposes key pitfalls when estate, tax, and investment advice isn’t coordinated, often leading to costly oversights.

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8 Must Know Year-End Tax Saving Strategies | The Limitless Retirement Podcast

As 2024 ends, retirees have a key chance to boost financial security with smart tax planning. With TCJA expiring in 2025, now may be the last time to lock in low tax rates, cut taxes, and protect retirement assets.

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