27
July
Tax Planning Strategies during Market Declines
Description
Market volatility can provide plenty of opportunities for portfolio rebalancing, as well as several tax planning strategies which can provide additional long-term benefit. We will go through a list of proactive tax strategies that we believe are worth exploring to take advantage of the current market environment.
- Investment Tax Overview
- Tax loss harvesting
- Reduce concentrated stock positions
- Roth IRA conversion
- 529 super funding
- Life insurance over funding
- Gifting
Date and Time
Wed, Jul 27, 2022
3:00p - 4:00p EST