Tax Advantaged Investment Strategies
- Author
- Madrona Financial Services
- Published
- Sat 29 Oct 2022
- Episode Link
- https://share.transistor.fm/s/09792ba1
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.
