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Year End Tax Strategies for Estates, IRAs, 401ks, and Traditional Investments OL


In this informative class, students will learn strategies and techniques that may reduce or eliminate certain tax liabilities. Have you ever wondered what strategies you could use that some of the richest Americans have used for decades? Many of the strategies discussed include: • How to reduce and eliminate taxes on Retirement Account Distributions • How to reduce and eliminate Capital Gains taxes • Take Required Minimum Distributions in the most tax-advantaged way • Avoid Inheritance Tax-Traps with IRAs, 401ks and other Retirement Accounts • How to pass assets generationally while minimizing taxes and providing asset protection • Learn some of the most tax-favored ways to give money to charity and heirs • How have wealthy Americans passed assets generationally TAX-FREE, even before ROTH IRAs were created This class will be interactive and high energy…which you need when discussing Taxes! Special notice: This class will be delivered online. You will need access to a computer with an internet connection that remains stable for the duration of the class. Though a chat feature is available, a microphone is preferred. For most productive audio/video participation, a webcam and/or headset are encouraged. Virtual classes may be recorded.
Course ID/# : 2704/SPGF3659
Fee: $49.00

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