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Wed, Mar 27

|

Zoom

Wine Down Wednesday

TOPIC: Ten Tax Planning Strategies for 2024

Registration is Closed
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Wine Down Wednesday
Wine Down Wednesday

Time & Location

Mar 27, 2024, 6:30 PM – 7:30 PM EDT

Zoom

About the event

REGISTER HERE

Topic: Ten Tax Planning Strategies for 2024

Join from the comfort of your home! This unique online event will feature Ryan Poterack touching on the following...

  • Learn how might you generate Tax Alpha in your Portfolio?
  • Don’t allow your Greatest Roth Conversion Opportunity to slip away!
  • How to give to your church or charity and not the IRS.
  • You may be familiar with Asset Allocation but how about Asset Location?
  • Know your 2024 Safe Harbor amount and how to use it to your advantage.

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