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Wed, Apr 27
|Zoom
Wine Down Wednesday
Topic: Tax Planning Strategies in 2022
Registration is Closed
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Time & Location
Apr 27, 2022, 6:30 PM – 7:30 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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