Date/Time
Date(s) - March 16, 2023
6:30 pm - 7:30 pm
Location
Maxim at Hillcrest
Categories
Tax Planning Strategies
In Person Workshop
Course Code – tdwmh316
This course is offered free of charge ..but
Advance Registration is Required
Register on-line now! or
Register by phone 877-892-7088 Lines open 24/7
TAX PLANNING STRATEGIES
Who doesn’t want to minimize their tax liability?
Prudent planning and management of your taxes can seem like a complex and overwhelming task. In this class, we simplify the topic to help you understand how your assets are taxed, the most recent changes to the tax code, how these changes could affect you, and time-tested strategies you can apply today to minimize your tax liability going forward. You’ll learn how to protect your assets from Uncle Sam and keep more of your future income.
We’ll discuss these important topics and more:
- How to find your ideal balance of Taxable, Tax-Deferred and Tax-Free money
- The different ways in which your assets are taxed
- The difference between Tax-Deferred accounts and Tax-Advantaged accounts
- What the upcoming changes to income tax rates could mean for your financial future
- 3 ways to minimize taxes on IRA distributions, whether you’ve already begun taking them or you’re waiting until you’re required to take them at age 72
- What the February 2022 tax changes for Inherited IRAs means for the money that was left to you
- Paying taxes now or later: Which makes more sense?
REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION!
Bookings
Bookings are closed for this event.