Gifting Strategies and Estate Taxes

from Growing Your Wealth with Brian Evans · host Madrona Financial Services

In this episode Brian talks about advanced gifting strategies, minority and lack of marketability discounts, why you roll over your 401K at 59 1/2, and Washington State estate tax rules.

Episode metadata supplied by the publisher feed · Published Mar 22, 2022

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Gifting Strategies and Estate Taxes

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This episode was published on March 22, 2022.

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