What if the real threat to your wealth isn’t market risk—but taxes you never planned for? In this episode of the Retirement Summit Podcast, Shawn O’Keefe unpacks how taxes quietly shape the outcome of selling a highly appreciated asset. From businesses and real estate to collectibles, they explore why many owners hesitate to sell, how deferred tax strategies work under existing tax code, and why planning before a sale matters. The conversation highlights generational implications, state tax considerations, and the role thoughtful financial planning plays in turning a major liquidity event into a long-term advantage.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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