Wed, Apr 27|
Brunch & Brainstorm
Topic: Tax Planning Strategies in 2022
Registration is ClosedSee other events
Time & Location
Apr 27, 11:00 AM – 12:00 PM EDT
About the event
Tax Planning Strategies in 2022
- Understanding Asset placement with “3 Types of Money.”
- Tax-Loss Harvesting strategy for after-tax accounts.
- Tax-efficient Charitable Giving.
- IRA Required Minimum Distribution (RMD)
- Consider Roth Conversions before they are taken away!