Episode 126
Gifting Strategies and Estate Taxes
In this episode Brian talks about advanced gifting strategies, minority and lack of marketability discounts, why you roll over your 401K at 59 1/2, and Washington State estate tax rules.
Growing Your Wealth with Brian Evans · Madrona Financial Services
March 22, 202248m 38s
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Show Notes
In this episode Brian talks about advanced gifting strategies, minority and lack of marketability discounts, why you roll over your 401K at 59 1/2, and Washington State estate tax rules.
Topics
investingwealthbusinessretirementreal estatemarket analysis