Episode 410
4 Ways Your 1040 Tax Form May Be Exposing Portfolio Inefficiencies
Growing Your Wealth with Brian Evans · Madrona Financial Services
June 12, 202352m 48s
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Show Notes
In this episode, Brian discusses 4 ways your 1040 tax form may be able to expose inefficiencies in your portfolio, what CPAs think of annuities, how bonds may have lost their purpose in your portfolio, and diversification blind spots.
Topics
investingwealthbusinessretirementreal estatemarket analysis