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Podcast: Capital Gains Tax Solutions Podcast
Episode: Keeping Control Of Your Money With Jeremy Stevens
Description: Are you holding off selling an asset because of that tax liability? If so, then you’ll appreciate today’s episode where the owner and founder of Infinite Wealth Management, LLC, Jeremy Stevens, guests to help us keep control of our money by taking us in an in-depth discussion of Deferred Sales Trust. He talks about sheltering cash from tax through opportunity zones, building generational wealth, and having that flexibility to diversify your equity. A former engineer turned financial advisor, Jeremy is on a mission to find the best solutions for their clients through efficient and effective system designs that...