- Nov 05 2020
- 11:00 am - 12:00 pm
MoneyLife Series – Tax Strategies – How to Avoid Big Mistakes
This webinar will provide an in-depth look at ways to minimize your tax bite and keep more of what you make.
Strategies covered will include:
• Tax loss harvesting
• Using Roth IRA conversions
• Tax location strategies
• Tax savvy investing
• Maximizing your itemized deductions
• The benefits of tax diversification
Attendees will be entitled to a complementary tax return analysis and 2020 tax projection.