Chris Kampitsis
Bio
Chris has provided clients with holistic financial planning as a CERTIFIED FINANCIAL PLANNER® professional with Barnum Financial Group since 2010. He proudly co-founded The SKG Team, a team within Barnum Financial Group.
Stories (1/0)
10 Best Ways To Build Generational Wealth
Save early and save often to a brokerage account – 401ks and IRA’s are great – but they are taxed as ordinary income at withdrawal and have to be withdrawn within 10 years after death. Real wealth is usually accumulated in the after-tax space. Saving into a brokerage account, reinvesting dividends, building wealth is the greatest single way to build a liquid wealth. Because these assets have a step up in cost basis at death – they can also transfer to the next generation in a very tax-friendly manner.
By Chris Kampitsis2 years ago in Trader
