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Wed, Nov 30

|

Zoom

Brunch & Brainstorm

Topic: Five Strategies You May Not Know About

Registration is Closed
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Brunch & Brainstorm
Brunch & Brainstorm

Time & Location

Nov 30, 2022, 11:30 AM – 12:30 PM EST

Zoom

About the event

Five Strategies You May Not Know About

Join one (or both!) of our virtual events from the comfort of your home, and learn about the following:

  • Understand our view and use of portfolio rebalancing.
  • Roth Conversions: What is the case for and against?
  • Understand how “Tax-Loss Harvesting” works.
  • Tax-free IRA distributions to charity, for owners aged 70 ½.
  • Understand how a “Donor-Advised Fund” may provide tax benefits.

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