4 Ways Your 1040 Tax Form May Be Exposing Portfolio Inefficiencies

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0 Views· 06/12/23

Growing Your Wealth with Brian Evans
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In Baseball

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.

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