This webinar will cover 7 different tax planning principles, such as why you should review your beneficiary forms to avoid unnecessary taxes, how to do tax-loss harvesting, what partial ROTH conversions are, how to maximize your income by blending income streams, tax bracket management, and so much more.
Space is limited, so make sure to register at the link below, today! We look forward to seeing you there!
Date and Time
Tue, Dec 08, 2020
6:30p - 7:30p EST