Make sure you have everything in alignment to seize opportunities and avoid missteps before year-end!
In this brand-new Webinar, learn what to do NOW to lower taxes, improve investment results and maximize your income before 2024 comes and the door closes.
- Learn how your mutual funds may incur you a taxable gain distribution (even though you haven't sold anything) and how to avoid these unpleasant surprises!
- Discover the benefits of Tax Loss Harvesting and see how to reduce your taxes immediately and in the future!
- Hear why Health Savings Accounts are triple tax-free and why everyone with a high-deductible health plan should make a contribution before year-end!
- Attend this webinar to receive our comprehensive year-end planning checklist so you don't leave any opportunity on the table.
- And many more actionable takeaways that will benefit you before 12/31/2023!
You've worked hard for your money, don't let year-end missteps take an even bigger bite than they have to! Register today--the clock is ticking!
Date and Time
Wed, Dec 13, 2023
6:30p - 7:30p EST