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.

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