Original Air Date: Monday, 20 Apr 2020, 1:00 PM PST
3 tax planning techniques in today’s economy.
Hosted By: Dave Alison, CFP®, EA
Join us on this live webinar as we will share the top 3 tax planning techniques in today’s economy.
You will learn:
Roth IRA Conversions
Is this the right time for you to convert?
Tax Loss Harvesting
Create deductions and savings today without sacrificing long-term performance.
Tax Sensitive Investing
Holding the right investments in the right accounts to provide tax efficiency.