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Ed Slott: 5 Best Strategies: Year-End Retirement Tax Planning for 2021

Ed Slott: 5 Best Strategies: Year-End Retirement Tax Planning for 2021

FEATURED SPEAKER: Ed Slott, CPA, America's IRA Expert Ed Slott is a nationally recognized speaker, television personality and best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining ideas. He has taught millions of Americans how to get the most out of their retirement savings. In this seminar he will discuss:• How to take advantage of historic low taxes rates that may not last beyond this year • How to turn a layoff or early retirement into a year-end tax planning opportunity • Using year-end Roth conversions to eliminate the uncertainty of future higher tax bills • How to turn ordinary 401(k) income into capital gains using the tax break for net unrealized appreciation for company stock • Last-minute tax-efficient charitable planning strategies using QCDs (qualified charitable distributions)

Webinar
Free
01:00 PM - 02:00 PM on Wed, 17 Nov 2021
Webinar
801 Broad St
Utica, New York 13501
(315) 738-6016
lea.weir@coveycomputersoftware.com