
美國泛宇集團是全美亞裔最大一站式財富管理權威,旗下業務包括美國地產、貸款、保險、投資、稅務,和企業一站式。整合旗下服務內容,並招募業界專業人才,打造一個全方位的財務規劃平臺。如果你對理財、保險、退休規劃等議題感興趣,記得訂閱我們的Podcast及YouTube頻道! - 本頻道僅供資訊目的,不應被解釋為財務建議或法律建議。 請諮詢專業人士,制定適合您的策略。 投資證券涉及風險,投資證券時始終存在資金虧損的可能性。 TransGlobal Advisory, LLC(TGA)不提供法律、稅務或會計建議。 在做出任何財務決策之前,請諮詢您的個人稅務或法律顧問。 Powered by Firstory Hosting
| Publishes | Weekly | Episodes | 59 | Founded | a year ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | EntrepreneurshipBusinessInvesting |

當州所得稅與州遺產稅的落差,直接決定了你資產累積的速度,你是否曾思考過:「我住的州,真的適合長期持有資產嗎?」本集我們將從貝佐斯的跨州搬家案例出發,深度解析美國各州稅制變化對財富傳承的巨大影響。
除了選對地點,退休帳戶的細節更是關鍵。很多人在糾結 IRA 還是 Roth 好?但真正的核心在於:你是在對的時間點省稅嗎?我們將帶你從實務角度出發,看懂「先省稅」與「後免稅」的搭配邏輯,教你如何透過正確的帳戶轉換與佈局,留住最多的「稅後財富」!
歡迎聯繫泛宇 留下諮詢問題 www.t... more
很多人做信託時,直覺是「全部放進去」,但關鍵其實在於放得對、設計得好。
本集胡總裁帶你解析美國家族信託,如何透過條款設計與資產配置,做到「活著少給、走後慢給」,並釐清哪些資產適合放入信託,打造真正能長久傳承的財富系統。
歡迎聯繫泛宇 留下諮詢問題 www.transglobalus.com/zh/contact-us-zh/
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美國泛宇集團是全美亞裔最大一站式財富管理權威,旗下業務包括美國地產、貸款、保險、投資、稅務,和企業一站式。整合旗下服務內容,並招募業界專業人才,打... more
明明資產已經超過千萬,為什麼還是對退休感到焦慮?
許多人常問:「我的錢到底夠不夠退休?」事實上,如果你陷入了 Equity Rich, Cash Poor 的迷思,即便還清房貸,你的退休生活仍可能充滿危機。因為真正的安穩,不在於資產總額,而是在於你每一年能領多少「稅後現金流」!
本集胡總裁將從流動性(Liquidity)、資產保護與稅務策略三個維度,教你如何結合被動收入與資產配置,不必變賣房產也能讓資產動起來,守住退休金並有效對抗通膨。
歡迎聯繫泛宇 留下諮詢問題 www.t... more
這集將深度解析 2026 美國稅改新法:從加密貨幣交易、1099 電商收入申報到車貸利息抵稅重點一次網羅!更為 W2 上班族與企業主拆解加班費、小費收入抵扣紅利與折舊稅務規劃。
想避開申報地雷或極大化節稅優勢,這場實戰解析絕不可錯過!
歡迎聯繫泛宇 留下諮詢問題 www.transglobalus.com/zh/contact-us-zh/
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美國泛宇集團是全美亞裔最大一站式財富管理權威,旗下業務包括美國地產、貸款、保險、投資、稅務,和企業一站式。整合旗下服務內容,... more
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Apple Podcasts | #127 |
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台灣美國通 launched a year ago and published 59 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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