4 Ways Your 1040 Tax Form May Be Exposing Portfolio Inefficiencies
- Author
- Madrona Financial Services
- Published
- Mon 12 Jun 2023
- Episode Link
- https://share.transistor.fm/s/77967f44
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.
