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
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.