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Wed, Nov 30|
Brunch & Brainstorm
Topic: Five Strategies You May Not Know About
Registration is ClosedSee other events
Time & Location
Nov 30, 2022, 11:30 AM – 12:30 PM EST
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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