Episode 248
Tax Advantaged Investment Strategies
In this episode Brian discusses tax free investment strategies such as Roth's and Roth conversions, marginal income tax bracket management, step-up in basis, credit shelter (A-B trusts), real estate (1031 exchanges), Delaware Statutory trusts, passive non
Growing Your Wealth with Brian Evans · Madrona Financial Services
October 29, 202247m 37s
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Show Notes
In this episode Brian discusses tax free investment strategies such as Roth's and Roth conversions, marginal income tax bracket management, step-up in basis, credit shelter (A-B trusts), real estate (1031 exchanges), Delaware Statutory trusts, passive non-traded REITS, charitable gifting, universal life, premium financed FIUL, and where the stock market is going.
Topics
investingwealthbusinessretirementreal estatemarket analysis