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-traded REITS, charitable gifting, universal life, premium financed FIUL, and where the stock market is going.

What is Growing Your Wealth with Brian Evans?

Tune in to Brian Evans as he shares his thoughts on investing and securing your retirement in his weekly radio broadcast, Growing Your Wealth with Brian Evans. For over 30 years, Brian and his staff have been helping families live out the retirements that they deserve by giving them experienced, common-sense advice.