In today’s issue:

• Weekly Wisdom - Anonymous Japanese proverb…

• Best Links - WTF is a sovereign wealth fund!?

• Deep Dive - Huang’s $8B tax hack…

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WISDOM

BEST LINKS

The most interesting things happening today…

⚔️ TRADE WAR!

Trump's Tariff Tango…

Hold onto your wallets, folks! President Trump just slapped a hefty 25% tariff on steel and aluminum imports, aiming to boost U.S. industries. But watch out—this move could crank up prices on everyday items and spark a global trade showdown. Buckle up; it's about to get bumpy!

💰 WEALTH

Rich Parents' Secret Money Moves…

Wealthy parents are getting crafty, finding sneaky ways to slip money to their adult kids without Uncle Sam noticing. From setting up trusts and offering low-interest loans to covering tuition and medical bills directly, they're dodging gift taxes left and right. But beware: these maneuvers walk a fine line with the IRS.

🏭 ECONOMY

Uncle Sam's New Piggy Bank…

Hold onto your hats! President Trump just signed an executive order to create a U.S. sovereign wealth fund, aiming to "monetize the U.S. balance sheet for the American people." While twelve states already have their own funds, this marks a first at the federal level.

₿ CRYPTO

Bitcoin Bonanza in Japan…

Hold the phone! Metaplanet Inc., a Japanese company, saw its stock skyrocket over 4,000% in the past year, thanks to a massive Bitcoin rally. Once a humble hotel operator, they've transformed into a crypto powerhouse, amassing over 1,700 Bitcoins. But beware: with Bitcoin's wild price swings, this meteoric rise could face a rocky road ahead.

🛢️ COMMODITIES

Oil Prices Surge Amid Trade Turmoil…

Guess what? Oil prices just jumped nearly 2%, even with all the trade war drama heating up. President Trump's new 25% tariffs on steel and aluminum have everyone on edge, but oil's still on the rise. What's next?

🏠 REAL ESTATE

Government's Lease Slash…

The Department of Government Efficiency (DOGE) and the General Services Administration (GSA) are on a mission to cut federal office space by 50%, already axing three major leases. But with many agreements lacking easy exit clauses, Uncle Sam might face hefty penalties. Landlords, brace yourselves…

DEEP DIVE

How One Tech Billionaire Outsmarted the Death Tax (And What You Can Learn From Him)

Ever wonder how the ultra-wealthy keep their fortunes in the family?

Well, grab your coffee because I'm about to spill some tea about the smartest move I've seen in years…

Picture this: It's 2012, and NVIDIA's CEO Jensen Huang just pulled off what might be the greatest wealth-protection play of the decade.

While everyone else was watching cat videos, he quietly tucked away some company shares worth about $7 million into a special trust. 

Fast forward to today?

Those same shares are worth a mind-blowing $8 BILLION.

But here's the real kicker: His family gets to keep most of that money instead of sending it to Uncle Sam.

Pretty sweet deal, right?

Now, you might be thinking: "That's not fair! Why should the government get to tax my money twice anyway?"

And you know what? You're not wrong.

Think about it:

✓ You pay taxes when you earn it

✓ You pay taxes when you spend it

And then they want to tax it AGAIN when you die? 🤔

But here's the thing: Smart investors like Huang aren't just sitting around complaining about it.

They're taking action!

THE SECRET SAUCE 🤫

Huang used three powerful tools that anyone with serious wealth should know about:

The "I Dig It" Trust (fancy name: IDGT)

Think of it like a fortress around your wealth. Once it's in, it can grow without the estate tax touching it.

Huang protected $7 million that grew to $8 billion. That's a lot of Ferraris!

Once your assets are inside, they can grow infinitely without the estate tax touching them.

Here's how smart it is:

You still pay income taxes on the trust's earnings (which makes the IRS happy), but all that growth happens outside your estate (which keeps the IRS agent’s greedy little hands off your hard-earned cash).

Are you a good candidate for an IDGT?

• Do you own business interests?

• Do you have assets likely to grow a lot?

• Are you worried about estate taxes? If you answered "yes" to any of these, you need to look into this NOW.

The GRAT (win: you win; lose: you tie)

It's like a boomerang trust - you throw your assets in, get some cash back in future years, and any extra growth goes to your heirs tax-free.

Huang and his wife used these to protect another $15 billion.

Here's how it works:

• You put assets into the trust (like stocks, crypto, or private company stocks you think will grow)

• You get payments back over a few years (usually 2-10)

• Anything that grows above a government interest rate? Goes straight to your kids, tax-free

The best part? If it doesn't work out, you haven't lost anything.

It's a nearly-free shot.

REAL EXAMPLE: Mark Zuckerberg used GRATs back when Facebook (now Meta) was private. Smart move, considering what happened to that stock!

Consider a GRAT if you have:

• Concentrated stock positions

• Pre-IPO shares

• Any assets you expect to explode in value

The Family Foundation Move

This one kills three birds with one stone: you help others, cut your current taxes, AND reduce your estate tax.

Plus, your kids can stay involved with the money. Win-win-win!

This might be the craftiest move of all. You get to:

• Cut your income taxes NOW

• Reduce your estate taxes LATER

• Keep control of the assets

• Teach your kids about managing wealth

• Actually help make the world better!

Huang's foundation? It's sitting on millions in NVIDIA stock, all working for both his family and charitable causes he believes in.

What most people get wrong?

They wait too long.

The ultra-wealthy don't wait until they're ultra-wealthy to make these moves.

They do it EARLY, when assets are cheap and can grow like crazy.

HERE'S THE CRAZY PART...

The experts who create these strategies? They charge $1,000 AN HOUR. (Yeah, you read that right!)

As tax professor Jack Bogdanski says, "You have an army of well-trained, brilliant people who sit there all day long... thinking up ways to beat this tax."

But guess what?

You don't need to be Jensen Huang to use these strategies.

You just need to be smart enough to start planning NOW…

THE BOTTOM LINE 💰

If you've built serious wealth (or you're on your way), you've got two choices:

1. Do nothing and let the government take a massive chunk of your kids' inheritance

2. Start using the same tools as the ultra-wealthy to protect your family's future

I know which option I choose….

Want to learn more about the nitty-gritty of how these strategies work? Hit reply and let me know. There's a lot more where this came from…

The content provided in this newsletter is for informational purposes only and should not be considered as specific advice for any specific individual. The information is prepared by knowledgeable individuals and is not written by certified tax professionals or investment advisors. For personalized advice tailored to your unique financial situation, consult with a qualified tax professional, financial advisor, or attorney.

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