Wed, Apr 27

|

Zoom

Brunch & Brainstorm

Topic: Tax Planning Strategies in 2022

Registration is Closed
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Brunch & Brainstorm

Time & Location

Apr 27, 11:00 AM – 12:00 PM EDT

Zoom

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!

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