Broker Check
29 March
Tax planning strategies during market declines

Description

- 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, Mar 29, 2023

3:00p - 4:00p EST

Location

Zoom Webinar

PT1H

Event Registration