Events November 7, 2023 2:00 pm EDT

Tax-Savvy Strategies:
How to Keep More of What You Earn

Our guests joined us for “Tax-Savvy Strategies: How to Keep More of What You Earn,” a virtual event to help confidently plan your financial future.

If you missed this event CLICK HERE to view the session.

Tax-Savvy Strategies: How to Keep More of What You Earn

About This Event

At Meadow Ridge, our goal is to offer you a retirement lifestyle that’s as stress-free as possible. In this virtual session, Julina Ogilvie, CIMA®, CPWA® partner and director of business development at Principle Wealth Partners, will provide tips for keeping your money working for you so you can worry less about future finances.

Some of the topics Julina will discuss:

  • Understanding Different Tax Types: Different types of gains may be subject to different tax rates. Understanding the differences can help you make informed decisions about your investments.
  • Advantages of Tax Deferral Instruments: How 401(k)s and IRAs can assist in achieving your retirement objectives.
  • Asset Allocation: Learn how to optimize tax benefits by allocating assets and utilizing losses to maximize tax benefits.
  • Tax Reduction Strategies: Charitable giving and how tax-advantaged plans could help lower your future tax burdens.
If you can’t attend this virtual event but want to learn more about Meadow Ridge, please schedule a visit to our Redding, CT campus.
Schedule a Tour