Hosted By: Lon W. Broske, CFS®, CFP®
Here's What You Will Learn:
- The huge impact that taxes have on your financial plan.
- What the SECURE Act could potentially mean for your heirs.
- Using Roth conversions to possibly offset future tax hikes.
- What is tax-loss harvesting, and how it may help you this year!
- Year-end tax strategies to be considering
Date and Time
Wed, Nov 04, 2020
1:00p - 2:00p CST