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Madrona Financial Services
Brian Evans is the owner of Madrona Financial Services, Madrona Funds, LLC, and Bauer Evans CPAs and serves as the firms' chief investment officer, lead planner and senior portfolio manager. He was honored to ring the bell on the NYSE. Evans also hosts a weekly radio show on KTTH 770 AM, KRKO 1380 AM and KVI 570 AM, is a nationally published author and has been a regular guest on New Day Northwest, CNBC and Fox television.
Strategies for limiting your taxes in retirement are good, but there are some that aim to eliminate them altogether.
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If your property was flattened by hurricane, fire or even by an eminent domain project, you might have gotten a big settlement check. But that could also mean a hefty tax bill. To avoid that, consider this maneuver.
Depending on how you got into a passive real estate investment, such as a private real estate investment trust or a Delaware Statutory Trust, you may be paying some charges you didn't realize. And they can add up.
The Department of Labor's fiduciary rule, which went into effect on June 9, aims to protect retirement investors from financial adviser conflicts of interest, but consumers still must watch out for themselves.
Non-traded REITs and annuities can provide a lifetime income stream with a principal that could possibly grow over time, leaving a richer legacy for your heirs.
Investing in rental properties is a time-tested strategy, but when you’re ready to get out of the grind, you could face a big tax bill. Here’s one escape route.
Hint: It's just a math equation.