Keeping the Tax Man Away with Debbie Taylor
Location: Zoom
Join Ascend National Wealth Advisors for an exclusive virtual watch party featuring Debbie Taylor's insightful presentation on income tax planning.
Debbie Taylor, a seasoned financial planning expert, will share valuable strategies to optimize your tax situation in today's low-rate environment.
Learn how to:
- Defuse the pre-retiree tax time-bomb
- Implement tax diversification strategies
- Navigate Roth IRA conversions and backdoor Roth options
- Utilize tax-loss and tax-gain harvesting techniques
- Maximize benefits of HSAs and annuities
Debbie will also address common tax "gotchas" and present relevant case studies for pre-retirees considering Roth conversions.
Don't miss this opportunity to gain expert insights on securing your financial future through smart tax planning.
Register now to reserve your spot!
You can register to the event at this link https://us02web.zoom.us/webinar/register/1217271285708/WN_gaSnHjoTTh6i63zgC6vOTw#/registration
No products will be sold.