Event

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

This virtual education session titled “Tax-Savvy Strategies: How to Keep More of What You Earn” was led by topic expert Julina Ogilvie, CIMA®, CPWA®. Julina is a partner and director of business development at Principle Wealth Partners.

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

About this Event

Tax-Savvy Strategies

This virtual event covered:

  • Types of Taxes: Not all gains are taxed the same. Review types of taxes and how they affect your investments.
  • Tax-Deferral Strategies: Tax-deferral instruments, such as 401(k)s and IRAs, can create big advantages for your retirement savings.
  • Managing Taxes You Pay: Learn how to allocate your assets for maximum tax advantages and how losses today may help reduce taxes in the future.
  • Reducing Future Taxes: Charitable giving and tax-advantaged plans like 529 College Savings Accounts could help reduce future tax liability.
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